Could we augment the existing Solve CRM integration?

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    Daniel Latzman 
    Asked on August 20, 2014 at 02:48 PM

    We have a client who is looking to use their Jotforms to not only create contacts in Solve CRM, but also to update existing contacts and apply category tags + notes (which is not possible in current integration). 

     

    What kind of development platform is available to build on Jotforms? 

     

    Trying to decide if it makes more sense to just build custom forms, scripts to integrate with API, and eliminate Jotforms all together, but want to understand capabilities. 

  • Profile Image
    KadeJM
    Answered on August 20, 2014 at 05:30 PM

    My primary understanding of your question here is that you are mostly asking about our platforms capabilities which you might mostly use Solve CRM with per say.

    With Solve I know it can map basic fields, but as far as I know for customization and updating this is a bit limited if you are aiming at using more advanced scripting though you might be able to work that outside the form in the form's source code but it's not a guarantee.

    When you Integrate with JotForm if you have custom fields and tags in Solve then if they are mappable then your form will pull it if it is allowed. Please see http://www.jotform.com/help/191-How-to-Integrate-Solve360 for further details.

    Additionally, I have moved your secondary question to a new thread here.