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.


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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?

    Thanks,
    Justin

    JotForm crm send jotform questionnaire form integrate
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    Answered by Sammy on August 05, 2015 at 01:03 PM

    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

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    Answered by Justin Nichols  on August 05, 2015 at 01:10 PM
    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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    Answered by Sammy on August 05, 2015 at 02:16 PM

    Hi Justin,

    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