How to integrate forms with CRM?

  • Sports_Association
    Asked on December 11, 2020 at 1:45 PM

    I want to connect a form with a CRM.

    How do the integrations work with platforms such as salesforce?

  • Bojan Support Team Lead
    Replied on December 11, 2020 at 2:04 PM

    You can add integrations simply from the form settings:

    screenshot 3132 Screenshot 10

    After you select the integration, you need to authenticate your account, connect form fields with your CRM system and all your submissions will be sent automatically to it. You can learn more at the following link:
    https://www.jotform.com/help/271-how-to-setup-salesforce-integration

    Let us know if you have any additional questions.