Next button of embedded form does not work

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    rapbgflrform
    Asked on July 11, 2018 at 12:38 PM

    Hello, trying to get a form to work on our website and send the data to our CRM. I have added the necessary action link within the code but when I did that the next button stopped working. Help! 

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    Vanessa_T
    Answered on July 11, 2018 at 01:55 PM

    I've checked your website and can confirm that the Next button was not working properly. It seems that there is a conflict on the JS files. May I ask what embed method did you use? I suggest you use the iFrame embed code to prevent your site's setup from affecting the behaviour of the form.

    I have also tested the form's direct link and everything is working fine. I've compared them side by side and can see that the layout of the original form is already modified on your website. Please note that if you are using the Source Code embed and modify the code, we expect you to be fully aware of the implication of such change.

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    rapbgflrform
    Answered on July 11, 2018 at 02:43 PM
    Hello, I did use the source code. Only issue with the iframe is how would I get the code to change the action so that they info pushes to my CRM?
    Danielle Boutin
    ...
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    DonaldHag
    Answered on July 11, 2018 at 03:42 PM

    There are various ways to achieve this as follows:

    1. Use one of our CRM Integration Apps

    If the CRM is on one of those Jotform integrates with already, use the apps available to push data to the CRM. 

    2. Use WebHooks Integration

    Webhooks can help you send submissions to your endpoint. Refer to this guide on their use: https://www.jotform.com/help/245-How-to-Setup-a-Webhook-with-JotForm

    3. Integrate through Zapier

    Zapier connects multiple apps and since it's already connected to Jotform, the link can be used to connect and send data to your CRM if it is linked to Zapier.

    4. Send POST data to a custom page

    Using this method you can send data to your CRM as post variables from the form. 

    For further assistance, do let us know.


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    DonaldHag
    Answered on July 11, 2018 at 03:49 PM

    What CRM are you sending the data to? Based on this, we can recommend the appropriate solution.

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    rapbgflrform
    Answered on July 11, 2018 at 04:43 PM
    Microsoft Dynamics 365.
    Thank you
    Danielle Boutin
    Get Outlook for iOS
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    ...
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    Vanessa_T
    Answered on July 11, 2018 at 05:28 PM

    I've checked our list of integrations, however, we currently don't have one with Microsoft Dynamics yet.

    However, since you only want to be able to post data to your Microsoft Dynamics app whenever a submission is done, like my colleague has suggested, you can use any of the option below:

    1. WebHooks

    I highly recommend you use this as this is the easiest and fastest route. You only need to provide a receiving URL. You can point it directly to your CRM, or you may setup a receiving script that will format the values before it is being sent to your CRM. Everything is seamless on the end user as everything happens on the backend.

    2. Send POST data to custom page

    This is just like WebHooks, however, the page of the URL you have setup will be displayed to the user.

    3. Zapier

    Simply create an account with Zapier and create a new Zap just like below. Follow the succeeding instructions then to complete the Zap.


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