Map fields inside of Open CRM

  • Profile Image
    BodygroupInt
    Asked on July 24, 2015 at 07:26 AM

    Hello i am using open crm and i am trying to map my jotform

     

    while i can link details about the "new company" i want to add info to a "new contact",

     

    but i can only use one module on OPEN CRM company or contact

     

    is there a way i can split my form in 2 so that i can map the individually but still have only one form?

  • Profile Image
    BJoanna
    Answered on July 24, 2015 at 11:40 AM

    Considering that I am not familiar with OPEN CRM, I have searched and found this guide for OPEN CRM integration with JotForm:

    http://www.opencrm.co.uk/support/knowledgebase.html?kb=2879271&name=How-does-the-Jot-Form-integration-work.html 

    You can split your form into two forms and then use Iframe Embed widget to embed one form into other form. In one form you can put information (fields) for company and in other information (fields) about client. That way you can map your forms individually. However your users would need to submit both forms.

    Hope this will help you. Let us know if you need further assistance. 

  • Profile Image
    BodygroupInt
    Answered on July 24, 2015 at 11:51 AM

    Hi Joanna thanks for your reply,

     

    i already understand the info in the link but the problem is that CRM allows only 1 module to be selected and i need to use 2, with the iframe can they now just use 1 form to use 2 modules and fill in all in one go>?

  • Profile Image
    BJoanna
    Answered on July 24, 2015 at 12:58 PM

    The thing is that you can select either one of the options on a single form (that holds the data) and you would need to be able to select both options in the integration. 

    What I would suggest is to use one option in the integration and to update the second through a webhook. 

    Once form is submitted, your contact (for example) would be created in OpenCRM, while the webhook would receive all the same data so it can create the company record as well.

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

    Hope this will help. Let us know if you need further assistance.