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EddieAsked on August 28, 2020 at 9:01 AM
Hi there
Hoping you can help with a query. We are looking to try get the following process set up:
- customer submits a form containing their order preferences etc
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this will then link via integration or zapier with a CRM- the form will pull in data about the customer / be able to identify who the customer is from the link the email send (perhaps via cookies or otherwise).Can you advise how we might achieve this
Thanks
Eddie
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Jovanne JotForm SupportReplied on August 28, 2020 at 10:16 AM
Hi Eddie, thank you for contacting JotForm support.
- customer submits a form containing their order preferences etc.This can be achieved by creating an order form. Kindly check this guide for more related information on how to create an order form.
Guide: Setting-Up-Your-First-Order-FormAs for your other questions, we have moved them to a separate thread to avoid confusion and to address them properly. We will get back to you via those threads shortly.
Let us know if you have further questions.