Jotform integration issue with my custom CRM

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    david864
    Asked on June 03, 2021 at 07:48 PM

    Hi There,

    I am having an issue with Jotform integration with my custom CRM. When a Jotform is completed it sends a contact name, email address and JF questionnaire ID.

    The JF questionnaire ID is sent as a link that can be clicked so we can view the form. For some reason, some forms can be viewed via the questionnaire ID link and others can't. I have spoken to my web developer and he is not sure why this is the case.

    See the email trail below, is there any reason why you think this may be happening?

    "Hi David,

    When someone completes (assuming it's actually completed?? Perhaps that's the issue?) the Jotform questionnaire, Jotform sends an HTTP request to my server to input their name, email and JF questionnaire ID. I don't know why, but I can see that several users in HH don't have working JF PDF links (e.g. URL format is https://www.jotform.com/pdf-submission/4978559869225626104). You will need to contact Jotform about this - my system isn't doing anything with the data - just receiving an ID number. Hope that makes sense."


    Hi Craig,

    The doctors are having an issue with the Harley CRM.

    The jotform link that is uploaded above the "notes" section seems to work sometimes and not others.

    Out of the contacts for this month, only half of the links are working. 

    Not Working: Ian, Callam, Naveed



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  • Profile Image
    Rehan
    Answered on June 04, 2021 at 03:21 AM

    Greetings,

    You can fix this by disabled an option in your account settings.

    1622791058_60b9d3924bb23_

    Here is the related guide.

    https://www.jotform.com/help/673-how-to-unrequire-log-in-to-view-uploaded-files

    Should you need further assistance then please let us know.

    Thanks