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Connect with Act-OnAsked by Andres_Vn on July 01, 2016 at 03:37 PM
Hi guys, I want to push information to Jot Form from a previous form or email list, this comes from our marketing automation tool, can this be done?
My request is pulling data from a previous form or email list using J query or something simmilar, we would pull some clients info, but not sensitive info, that would be done in Jot Form. The reason we want to do this is to connect the form submitions to our internal CRM, in partricular knowing which person submited the form and identify their submited data. Its basically connecting the dots.
Of course if you guys have a better way, we have no problem addapting as long as it is something achievable with our MA tool's forms.Also, do you guys provide any type of seals/images/security identifiers or anything that could give our customers the confidence of doing this?
act-on problem crm email list thanks
You can get your form submission as XML, however, you will get only last 30 submissions. Since RSS protocol is made to get only the most recent items.
You can also try creating an integration with Google Spreadsheets so the submissions will go to the spreadsheet and then you can maybe integrate that spreadsheet with your CRM via Spreadsheets API.
I have created a separate thread for your second question, you can find it here.
Please open separate threads for multiple problems so we can assist you accordingly.
Let us know if you need any assistance.