We need more CRM intergrations

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    gatsbytravel
    Asked on January 18, 2016 at 12:08 PM

    It's amazing how much cost, time and effort and productS are required to intergrate a contact form or registration form on a website that creates an entry in a CRM and Xero. I thought I found that in Jotform, but I need Zappier (costs 20dollars a month when used with xero). Is there no way things like Nimble, Insightly, CapsuleCRM, SalesForce can have leads and contacts created from Jotform?

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    victor
    Answered on January 18, 2016 at 02:17 PM

    JotForm can be integrated to salesForce to add contact and leads. If you require help created contacts and leads, please let us know we will be glad to help.

    You may also view our users guide, Flexible Data Integration with Salesforce. This will help you integrate salesForce and created contacts.

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    TitusN
    Answered on July 08, 2016 at 04:34 AM

    You can also connect your form to Insightly:

    https://www.jotform.com/help/380-How-to-Integrate-your-form-with-Insightly-CRM

    Give it a try - let us know. 

    Cheers!