How can we send submission data to a 3rd party CRM?

We are using a 3rd party CRM through a company called Constellation Homebuilder Systems and they are wondering if we can use jot form to submit to their CRM?

How can I determine this? They send me some code for their submission form but we prefer Jotform, can we direct your form to their CRM?

Thanks,

Ty (web master for MTT)
(see below the link for the webpage where both forms are located)

Hello Ty - Integrating with CRMs can be done in a variety of ways:

1. We can put it up as a feature request. However, for https://www.constellationhb.com/ I don't think this is feasible since they don't have an API. If they do, please share their API page and documentation with us.

2. You, as the web master, can build the integration yourself. But, the same problem arises - Yes, we have our API but if the receiving end doesn't have one, then there's no way to bridge the gap between the two.

3. Or, you can coordinate with Constellation Homebuilder Systems. Ask them the different ways they can accept data.

Some CRMs may accept XLS/CSV files, XML, JSON, or POST data. Depending on what your CRM can handle, below are some links on how to generate these data from our end. And from here, you'd have to build your own custom solution on how to process these data:

XLS/CSV: How-to-Download-Form-Submissions-as-Excel-CSV-PDF

XML: How-to-Create-an-RSS-Listing-Report

JSON: Using-cURL-with-our-API or via Webhooks.

POST: How-to-Post-Submission-Data-to-Thank-You-Page