crm intergration

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    dan1971
    Asked on September 12, 2010 at 02:57 AM

    Hi, I've been using your service for years now & am really pleased with it, great stuff, keep up the good work. I've been looking through the support and its probably there already but I cant find the answer. Basically at the mo we get an email from jotfom with our contact form data, then manually reenter this data onto ms access then use access to do mail merges and email follow ups. This is obviously a bit long winded, do you have any suggestions to simplify this process or any online programs that I could try to cut out the dreaded monster that is access?

    Many thanks for your help

    Dan

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    aytekin
    Answered on September 13, 2010 at 10:46 AM

    You can keep it on JotForm and then use the Excel/CSV reports to merge it with your mailings.

    We do not have integration with any CRM program. If you prefer any let me know and I will add it to our requests list.

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    memoran
    Answered on September 13, 2010 at 11:11 PM

    We built our own custom on-line system with Oracle APEX instead of access.  Then we use the Export to CSV to automatically download the csv and import it into the database system.  From there we can send follow up emails, letters, etc.

     

    Mark

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    dan1971
    Answered on September 20, 2010 at 04:30 AM

    Many thanks for the replies.

    Regarding using the Excel/CSV reports; as far as I can see this still means that every time a new record is added you would have have to download a new report manually. We use the access database to put other notes on there as well, when to follow up etc, is there a way to put notes and other bits of info onto the data online already with Jotfom, rather than having to download it as a report/update it onto access then put the info on there. Also is there a way to automate a report so you don't have to manually go get it every time there is a new addition?

    Regarding the Oracle apex, this sounds like it might be viable, but how do you automatically download the csv and import it? I saw something about using an rss feed and then getting that into an excel database, but it was long winded and there was a limit on the number of records, so I'm not sure if it would really work for us. 

     

    Many thanks for your help

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    aytekin
    Answered on September 20, 2010 at 02:18 PM

    You don't have to come to this site and login to get the latest report. You can simply create one and bookmark it. Click on "Reports" button on the My Forms page. Then create an Excel report and either bookmark it or create a link from your desktop.