- Justin NicholsAsked 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?
- SammyAnswered 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
- Justin NicholsAnswered on August 05, 2015 at 01:10 PMThanks so much for the quick response. One other quick question, do you
allow for custom naming of fields (for data export purposes)?
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- SammyAnswered on August 05, 2015 at 02:16 PM
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