I need to be able to send JotForm data to Redtail CRM, is that possible?

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    Justin Nichols 
    Asked on August 05, 2015 at 10:07 AM

    Redtail CRM is a financial planning CRM and I'd like to build a client questionnaire template using JotForm, but I really need it to integrate (send data to) Redtail CRM, is that possible?


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    Answered 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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    Justin Nichols 
    Answered 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)?
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    Answered 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