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    I'm trying to populate my CRM with info after every Next Button

    Asked by Kayla_Hughes on February 12, 2016 at 06:50 PM

    Is this possible? My form has multiple pages to it. I'd like to capture and submit the info to my Zoho CRM each time a page is filled out. I use Zapier to integrate Jotform and Zoho but could also use Jotform's integration. Any idea on how to do this?





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    Answered by jburnette on February 12, 2016 at 11:00 PM

    I couldn't find a "follow question" button, so I'm posting to see if it will keep me updated. Sorry for the false hope of an actual answer you're about to experience :(

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    Answered by Kayla_Hughes on February 12, 2016 at 11:11 PM

    I actually figured this out! What you need to do is create multiple forms with submit buttons that you can just rename "next" buttons so the people filling it out have no idea they are going through multiple forms. The Thank You Page URL of Form 1 will take you to Form 2 and so on.

    My CRM (Zoho) requires at minimum a last name and email address to match records and update them. So the problem is you need each new form your lead gets taken to to pass along the information of last name and email address. That can be done following these directions: http://www.jotform.com/answers/234321-How-to-pass-value-from-one-form-to-another-form

    Simply hide the fields "last name" and "email" once you have it all hooked up, and it works like a charm!


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    JotForm Support

    Answered by BDAVID on February 13, 2016 at 12:19 PM

    Glad to know you figured it out. Please open a new thread, if you need anything else, we will be glad to assist you.