Connect JotForm to custom CRM

  • lighthouseladder
    Asked on July 23, 2020 at 2:56 PM

    A software engineer building a custom CRM system. What integration details should I provide so that the forms will integrate with the CRM system? I see you connect to Zoho, Salesforce, etc. I'm looking to find the connection to integrate with the CRM system this software engineer is building.

    Should I ask him to enter the credentials to add a new app even if it is custom to my business needs?

    Jotform Thread 2468225 Screenshot
  • Basil JotForm Support
    Replied on July 23, 2020 at 5:58 PM

    Hi,

    That link can be used to create your own widget which would be added to Jotform if approved.

    I am not sure what your request is exactly, but he can fill the credentials if what he is building is a widget that can be used in Jotform.

    Please let us know if you require any further assistance.