Want to integrate my Jotform info with Agencybloc CRM

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    Allthingsseniorconsulting
    Asked on July 19, 2021 at 01:06 PM

    Hi,

    Want to integrate my Jotform Medicare / Health Insurance Plan Review - Fact Finder with the Agencybloc CRM.

    I have the API's from Agencybloc CRM. Need the process on how to send Jotform data automatically to Agencybloc CRM. Is there any coding required that we need to work on? If so, share the details.

    Thanks,

    Regina

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    Allthingsseniorconsulting
    Answered on July 19, 2021 at 06:18 PM

    Can we get the information required to finish the integration ?

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    Rehan_F
    Answered on July 20, 2021 at 03:41 AM

    Greetings Regina,

    Please refer to the Jotform API documentation below:

    https://api.jotform.com/docs/

    If your CRM supports webhooks, you may also try using web hooks.

    https://www.jotform.com/help/245-How-to-Setup-a-Webhook-with-JotForm

    https://www.jotform.com/help/248-Webhook-Samples

    Hope this information helps!

    Thanks