What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


  • Profile Image

    Can I share information in forms?

    Asked by kraftcontacts on August 05, 2014 at 06:08 AM

    Hi!

    I am looking for a solution to share information that has been put into a contact form with a handful of co-workers, that way creating a simple CRM that is accessible online and password protected.

    Is this a possible use case for JotForm, and if, how does it work?

    Best regards,

    Stefan

    contact form crm protected
  • Profile Image
    JotForm Support

    Answered by Welvin on August 05, 2014 at 07:20 AM

    Hi Stefan,

    You can directly share your form submissions to your co-workers. You can protect the submissions page with a single password. Please refer to this guide: https://www.jotform.com/help/199-How-to-Share-Form-s-Submissions-Page

    You can also create a report, we have a few methods, preferably:

    https://www.jotform.com/help/209-How-to-create-an-HTML-Table-Listing-Report

    https://www.jotform.com/help/105-How-to-create-a-Grid-Listing-report

    These two can also be protected by a single password entry.

     

    Another one would be to integrate your form to Google Spreadsheet: https://www.jotform.com/help/228-How-to-Integrate-Form-with-Google-Spreadsheet then share the output sheet to your co-workers.

     

    We also have a few CRM integrations, please check:

    I hope that helps! Please let us know if you have any further questions.

    Thank you!