Transfer details from a CRM to Jotform

  • POME3790
    Asked on November 24, 2018 at 9:44 PM

    I have a client with a CRM full of clients details. I know we can transfer to a CRM but can we import data from a CRM to a form?

    Thanks

    Martin

  • liyam
    Replied on November 25, 2018 at 12:42 AM

    We do not have a direct CRM to JotForm tool or integration to transfer records or data from CRM to JotForm. But if you can convert the data to CSV or Excel, we have an integration that allows the uploading of data to JotForm.

    Please check out this guide to now more: https://www.jotform.com/help/308-Import-App-Easily-Import-Your-Excel-or-CSV-Data-into-JotForm

    If you have additional questions, please let us know.

  • POME3790
    Replied on November 25, 2018 at 5:18 PM

    Many thanks


    Martin