It is possible to upload images to a form and integrate that form with Capsule CRM

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    Zoe Messina 
    Asked on September 08, 2016 at 12:53 AM

    Hi There, I'm interested in signing up with Jotform but I'd like to know if I can do the following before I sign up.

     

    I need to create a custom form with the ability to insert photos. So when I'm on site with a customer I can open a form, fill in details and then take a picture that will be automatically uploaded into the form. Is this possible?

     

    Also I'm using Capsule CRM, is it possible to attach forms within Capsule that automatically link and save to a client file/note/date? So I can open the client file in Capsule, fill in a form and have that form save to the client file as a note/file/pdf?

     

    If I can do these two things I will give jotform a go, please advise, thanks! Zoe

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    Rose
    Answered on September 08, 2016 at 02:01 AM

    Thank you for contacting us regarding your concerns. 

    There are many option to allow endusers of a form to upload images or files to the form. For example, You can use file upload field for it.  You can also adjust what kind of files can be uploaded. Following guidance includes much more details about it.  I suggest you to have a look it. 

    https://www.jotform.com/help/29-Which-file-types-are-allowed-for-the-upload-field


    If you do not want file upload field, we have also widgets for the same purposes.  I listed some of them here below and you can search for others at our widget page.

    https://widgets.jotform.com/widget/image_upload_preview

    https://widgets.jotform.com/widget/drag_and_drop_upload


    Another thing I would like to mention is that multiple file upload without adding more upload fields to the form is also possible. Here is instructions for it. 

    https://www.jotform.com/blog/26-Jotform-Now-Supports-Multiple-File-Uploads


    Regarding Capsule CRM integration, it is not possible directly as far as I know. However, you can do it via Zapier. 

    https://zapier.com/zapbook/capsulecrm/jotform/


    If you have more questions, please feel free to contact us. We would be glad to assist you for any issue you may have. We also would be pleased to see you among us.