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    How can I connect my form to a CRM/external database?

    Asked by dylanzklett on April 09, 2016 at 05:24 PM

    Hi there, 

    I'm using JotForm to build a form for a political action website. I've been incredibly impressed and pleased with its capabilities thus far. However, I'm having some trouble directing the data created by the form submissions. I'm publishing the form in SquareSpace, but after a user clicks the submit button, I haven't been able to get the data to redirect into my external CRM solution, Insightly, or to my external database, Firebase. How can I accomplish that?

     

    Thanks!

    crm external database how a
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    JotForm Support

    Answered by Kevin_G on April 09, 2016 at 11:44 PM

    Currently we do not have a direct integration with Insightly, you may open a new thread and request an integration with this CRM solution. 

    However, you may achieve it by using Zapier, here is the zap that will help you with that: https://zapier.com/zapbook/insightly/jotform/

    Regarding to send the data to your Firebase database, I have read about Firebase and I can see that it works with JSON, we currently only support to send the data to a database using PHP, you may read about it on these guides:

    http://www.jotform.com/help/213-Send-POST-Data-From-JotForm-Using-PHP-in-Custom-Thank-You-Page

    http://www.jotform.com/help/126-How-to-send-Submissions-to-Your-MySQL-Database-Using-PHP

    As the data is sent as an array, I think that this link could help you as well: http://www.dyn-web.com/tutorials/php-js/json/array.php

    I think that you should try the zap, it seems to be the easiest way to achieve it. 

    Hope this helps. 

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    JotForm Support

    Answered by TitusN on July 08, 2016 at 04:33 AM

    You can now connect your form to your Insightly account: 

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

    Give it a try, and let us know how that goes. 

    Cheers!