- JenAsked on August 04, 2011 at 04:51 AM
I am interested at using jotforms, however, it is important that we could integrate Zoho CRM to the forms, is that possible?
Any guide that will help me better understand the integration process of Jotform-Zoho CRM would be a big help.
- allanftdAnswered on August 04, 2011 at 05:37 AM
Welcome to JotForm and thank you for your interest in the world's easiest, fastest online form builder!
While there is no direct integration between JotForm and Zoho CRM available at the moment, there is a two-step workaround available. With JotForm, you can export CSV or Excel spreadsheet of your form submissions and then import this CSV or Excel file into Zoho CRM.
STEP 1: Export a CSV or Excel copy of your JotForm form submissions by following the steps in this tutorial: http://www.jotform.com/help/44-How-to-export-the-submissions-to-Excel-CSV-file.
STEP 2: Import the CSV/Excel file you generated in step 1 into your Zoho CRM by following this training module from Zoho: http://zohocrm.wiki.zoho.com/Import-Data-to-Zoho-CRM.html
Please give it a try and let us know if it will satisfy your requirements. Please let us know if you need further assistance.
Thank you for using JotForm!
- JotForm SupportMike_TAnswered on December 23, 2011 at 06:14 PM
It is usually not too hard to import the data into some CRM system from Excel/CSV files, and some of JotForm users use this feature.
We have also added the Zoho CRM integration to our nice to do feature list.
If you need any further assistance, please let us know.
- JotForm SupportMike_TAnswered on August 01, 2012 at 08:32 PM
I would like to inform you that our Developers have implemented ZOHO CRM Integration. Please take a look at the following blog post: