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I need to be able to send JotForm data to Redtail CRM, is that possible?Asked by Justin Nichols on August 05, 2015 at 10:07 AM
Redtail CRM is a financial planning CRM and I'd like to build a client questionnaire form using JotForm, but I really need it to integrate (send data to) Redtail CRM, is that possible?
At the moment we do not have integration for Redtail CRM, checkout zapier for their integration solutions it will allow you to link your jotform form to other services via zapier
Thanks so much for the quick response. One other quick question, do you
allow for custom naming of fields (for data export purposes)?
Justin Nichols, CFP®
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You can export the submissions to an excel file or you can integrate it to Google spreadsheet so that the data is synced automatically to the spreadsheet.
The field/column names are named according to the form input title