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    Solve 360 CRM Integration is not working

    Asked by watchhelp on May 25, 2016 at 04:28 PM

    Hello!

     

    I have been trying to get a couple of our forms to sync to Solve CRM. No luck...

     

     

    Thanks for your assist,

    Mark 

    Page URL:
    https://form.jotform.com/61456530476155

    crm solve 360 solve360
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    Answered by Huberson on May 25, 2016 at 06:03 PM

    Hi Mark,

    What CRM you were actually trying to have sync with your forms? 

    JotForm has Integration for a couple CRM, if we have some details about what you need, we might be able to help you. 

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    Answered by watchhelp on May 26, 2016 at 11:45 AM
    Good morning!
    [image: Inline image 1]
    This has been renamed Solve CRM, thus my comment in the initial inquiry "Solve
    CRM Integration Broken???"
    I have set up the integration on two different forms, the most recent was a
    form created from scratch just to test the Solve integration. After putting
    in my email / API info it does allow me to map the fields so clearly they
    are talking to each other. However when I run a test, the form submission
    data is there but it does not make it to Solve CRM.
    Help,
    Mark
    ...
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    Answered by Huberson on May 26, 2016 at 12:32 PM

    Can you try to get a new API key, clear your form cache, and re-Integrate Solve 360 again using the new API key to see if that fixes the problem.

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    Answered by watchhelp on May 26, 2016 at 05:45 PM
    Hello!
    Thanks for suggestions. NO go. I cleared the form cache, I cleared my
    Chrome cache, I regenerated the API token and installed. I tried several
    tests, Jotform shows the data, Solve CRM does not....
    I moved to a different machine and filled out a form...all without success.
    Now what ???
    https://form.jotform.com/61456530476155
    Thanks!
    Mark
    ...
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    JotForm Support

    Answered by jonathan on May 26, 2016 at 08:52 PM

    Hi Mark,

    I am into this. Please allow me some more time to test the integration if there is issue.

    I'll get back shortly.

    Thanks.

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    JotForm Support

    Answered by jonathan on May 26, 2016 at 09:05 PM

    Hi Mark,

    It was working when I test.

    I test my form 

    and the test submission got added to the contact list in my Solve360 contact list just fine.

     

    Here is my test form https://form.jotform.me/61468375431459 you can test submit it also and I'll check if your test gets added to my Solve360 contact list.

    Perhaps you can try deleting first the previous API key and generate a new one. Then redo the integration process also on the form.

    Let us know if still not working for you.

    Thanks.

     

     

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    Answered by watchhelp on May 27, 2016 at 10:45 AM
    Good Morning Jonathan!
    Thank you for looking into this. I am looking forward to your findings.
    Have a great day!
    Mark
    ...
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    JotForm Support

    Answered by Jan on May 27, 2016 at 11:16 AM

    Hello Mark,

    My colleague Jonathan posted a reply indicating that the test was successful. Please open this link: https://www.jotform.com/answers/847263#848223

    Please get back to us if the issue is still the same. Thank you.

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    Answered by watchhelp on May 27, 2016 at 11:42 AM

    Hello Jonathan and Jan, I really do appreciate your help!

    I just used your demo form to submit info for Mickey Mouse, do you see it?

    Also, can you tell me about any privacy settings in Solve? Do the contacts submitted by the form come in as private etc? That is my only guess as to how the form maybe working properly yet I cannot see the data in Solve.

    Thanks for your ongoing support!
    Mark

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    JotForm Support

    Answered by Kevin_G on May 27, 2016 at 12:17 PM

    I will ask to my colleague Jonathan to see if the submission was sent to his Solve 360 account.

    Regarding to security, JotForm is loaded over a secure URL, it means that your forms are secure and then the data is secure when it is being collected as well, as there is the integration with Solve 360 the data is being sent in the same way as it is sent to our servers, all is loading over secure links (HTTPS). 

    I would suggest you to clone Jonathan's form and integrate it with Solve 360, make some tests on your end and see if you receive the data in your Solve 360 account, here is  a guide that will help you to clone a form: How-to-Clone-an-Existing-Form-from-a-URL

     

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    Answered by watchhelp on May 27, 2016 at 01:41 PM

    I asked Solve for help, the trick they gave worked like a charm:

    I have a hunch here Mark, on possible solution for you. I noticed you recently switched on the "Prevent private data" option under 'Modify User Accounts' in Solve. In your tests from Jotform, if you do not specify an owner (workgroup) when pushing these contacts to Solve then the integration may be unable to create the Contact since alternatively 'private' record are now no longer available either. I would suggest turning off the 'Prevent private data" setting in Solve and then run another test from Jotform to confirm this theory.

     

    This is the solution :)
    Thanks for all your help guys!
    Mark

     

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    JotForm Support

    Answered by Jan on May 27, 2016 at 02:04 PM

    Glad to hear that the issue is now resolved. Thank you for sharing the solution provided by Solve. We'll make this as a reference just in case the same problem occurs on our users.

    If you need any help, we are here to assist you.

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    JotForm Support

    Answered by jonathan on May 27, 2016 at 03:00 PM

    Hi guys,

    Sorry for the delays. I see it was no now resolved, which is great! :)

    Anyways, I did got Mark's test submission in my Solve360 test account.

    here...

     

    Cheers

     

     

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    Answered by watchhelp on May 30, 2016 at 03:14 PM

    Hey guys, I have a follow up challenge for you.

    My forms are now sending Jotform data to Solve CRM, yay!

     

    The exception are phone numbers with 

    mask value enabled. http://www.clipular.com/c/4994932059668480.png?k=Oq1idHxZce5julZrUBX0jJjqrhk

    When it is NOT enabled, the data shows up in Solve CRM just like all the other data...

     

    Any thoughts?
    Thanks,
    Mark

     

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    Answered by Huberson on May 30, 2016 at 03:50 PM

    If you really need the Input  Mask, after enabling it you can try to check the option 'Fill mask validation'.

     

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    Answered by watchhelp on May 30, 2016 at 04:21 PM

    Nope. Two tests later it did not help. DISabling helps. validation does not.

    Any other tricks?

    Mark

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    Answered by Huberson on May 30, 2016 at 05:51 PM

    When Input Mask is enabled, the phone number will not make it to Solve as I tested it from my demo. But you can add a normal Textbox, set it Input Mask to the format you want (example: ### ### ####), and pass it to Solve as the phone number field.

    The validation of the Textbox can also be set to Numeric to ensure only digits will validate.

    You can clone and test this Demo: https://form.jotform.com/61506908535964.