Can I use Zapier or another app to feed the details of a form into a CRM?

  • Profile Image
    Anna 
    Asked on April 17, 2019 at 11:47 AM

    Hi, I've read Zappier is quite successful in integrating with Salesforce and I have some clients that are looking into something similar for other CRMs:

    - Civi CRM

    - Raisers Edge NXT

    Could you let me know if there is any app in Jotforms that can successfully integrate (one-way integration from the form to the CRM is perfect) with either of these 2 and if you have any documentation my developers could read on that?


    Many thanks


    Kindest regards,

    Anna

  • Profile Image
    Kiran
    Answered on April 17, 2019 at 02:17 PM

    Yes. If the CRM is available with Zapier, you may connect your JotForm with the other CRM using Zapier. However, as I check the provided two CRMs it looks like they are not still available with Zapier. You may check if the CRM is supported with webhooks so that you may use them to connect with your JotForm. Please refer to the guide below that can help you with more information on webhooks.

    https://www.jotform.com/help/245-How-to-Setup-a-Webhook-with-JotForm

    https://www.jotform.com/help/248-Webhook-PHP-Script-Examples

    Please get back to us if you need any further assistance. We will be happy to help.