How to integrate Jotform to Agentbox CRM & Sharepoint?

  • Catherine Power
    Asked on April 28, 2024 at 10:40 PM

    Hi Jotform,

    I would like to understand if you can be integrated with Agentbox. This is a CRM for realestate professional.

    We often need to collect information from clients regarding properties and we are currently having to do this work manually via email.

    Is there a way we can send a digital form & the information they enter auto populates into Agentbox?

    Some of the information will need to be added to sharepoint files.

    Kind regards,



  • Mary_Ed JotForm Support
    Replied on April 28, 2024 at 11:01 PM

    Hello Catherine,

    Thanks for reaching out to Jotform Support. I understand that you need to use Agentbox CRM, but this feature is currently not available as a third-party application that can be integrated into Jotform. If you like, we can submit a feature request.

    Also, since we currently don't have direct integration between Jotform and Sharepoint, as a workaround, you can use Microsoft Flow to connect Jotform and Sharepoint. Please look for Jotfom on Microsoft Flow in this link. Once you get the form connected to Microsoft Flow, you can get it connected to Sharepoint. You might also want to check this blog about Jotform now available on Microsoft Power Automate.

    Give it a try and reach out again if you have any other questions.

 
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