We are wanting to create a list of leads in a jotform

  • pbliss
    Asked on October 28, 2019 at 12:11 PM

    and then distribute them to our networkers which are many.

     

    We use Pipedrive CRM and was wondering if either Pipedrive or zapier could be used to import the company names and contacts and notes into a jotform form, where each week there might be 30 leads to distribute to 30 different networkers.  Same list or form would be sent to each networker.

     

    Can jotform be used for this type of application?

     

    Thanks

     

    Paul Bliss

    469-248-6488

  • Richie JotForm Support
    Replied on October 28, 2019 at 2:57 PM

    We do have an integration with Pipedrive CRM and you can map the fields that you would like to be added to your CRM.

    https://www.jotform.com/integrations/pipedrive

    We are wanting to create a list of leads in a jotform Image 1 Screenshot 20

    If you data is in CSV format, you may import them in to your form.

    Here is a guide:https://www.jotform.com/help/308-Import-App-Easily-Import-Your-Excel-or-CSV-Data-into-JotForm

    Hope this information helps.

    Please give it a try and let us know if this fits your requirements.