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JUANBOCANEGRAAsked on August 23, 2018 at 5:31 PM
I want to work on JotForm surveys for my clients and link them to my Insightly CRM ...
How can I achieve it?
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Jed_CReplied on August 23, 2018 at 7:15 PM
Yes, it's possible to integrate your Jotform survey form with your Insightly CRM account. Please check this guide on how to https://www.jotform.com/help/380-How-to-Integrate-your-form-with-Insightly-CRM.
Let us know if you have any questions or if you need further assistance.
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JUANBOCANEGRAReplied on August 24, 2018 at 9:43 AMHello
the example that I see in what they send me is clear when it is going to
integrate information of a contact, but I need to know is how the surveys
are handled and what is the best way to work with my crm.
*Juan Pablo Bocanegra S.*
Jefe TI • ezGo
Carrera 5 No. 67-12 •
Tel. 7470252 Ext. 3010 • 3133207381
Bogotá • Colombia
www.ezgosa.com
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2018-08-23 18:15 GMT-05:00 JotForm :
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David JotForm Support ManagerReplied on August 24, 2018 at 11:32 AM
The submission data is store in our servers, and you can access it through your account as shown on this guide: https://www.jotform.com/help/269-How-to-View-Form-Submissions
Also, when integrated to Insightly CRM, the data that is passed to your CRM is the one yo have mapped with your Insightly fields:
I would suggest you to make a real submission in order to see how it works.