Author

Profile Image Aytekin Tank is founder of JotForm. He currently leads the JotForm development team. He loves to hear from JotForm users. Feel free to shoot him an email at aytekin at jotform.com.


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JotForm Now Integrates with Solve360 CRM

October 02, 2012
Solve360 is a modern cloud based CRM with features to manage projects. Solve360 is very easy to setup and use. Solve360 allows you to store all kinds of information in the CRM, and use it as a shared email database.


We are excited to announce our integration with Solve360 CRM. You can now easily connect your forms with your data. Depending on the questions on your form, you can transfer contacts or companies to your Solve360 database. 





How to Integrate Your Form with Solve360

Integrating a JotForm form with Solve360 is pretty straightforward. 

1. First, open your form on the Form Builder. Then, click on Integrations button under Setup & Share toolbar. 



2. Scroll to the bottom and find Solve360. 



3. Enter your Solve360 email address and API Key. 



4. Next, choose if you would like to post what kind of information to Solve360. Is this company information or information for an individual. 



5. On the next screen you can define what information will be sent to Solve360 database. By default, we will match your name, email and phone fields. But, you can also match other fields as well. 



6. That's all. Your are now all set with the integration. 




Please give it a try and let us know about your experience in the comments below.

 


7 Comments...


   
gunnarblache (October 07, 2012 at 01:47 PM)

Hi,

it would be great to get the "Category" field in Solve360 syncronized. I´m filtering contacts in Solve360 (and sync to Google Apps) using this field criterira. It will be helpfull, if i could set a (hided)value for Category in my Jot-Form and sync this to the Solve360 category. I there a way?

Thanks, Gunnar

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ayadov77 (October 08, 2012 at 02:22 PM)

JotForm is getting better and better, i'm loving it, thanks alot


   
guest_23104679693057 (December 04, 2012 at 04:12 PM)

It would be fantastic if the tags in 360 could be recognized in the form and trigger an opportunity and the appropriate fields


   
guest_23605190638050 (December 26, 2012 at 01:05 PM)

Hey Aytekin! Hope all is well. Great to see you've integrated with Solve360 I have used their CRM for years. I don't know if you remember but you guys built my homesellersoftware site and I still have another project that you and your team built I will email you about finishing soon. Thanks, Terry K.

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championgloves (May 14, 2014 at 02:13 PM)

where do I get my api key?

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fundcapital (October 16, 2015 at 08:31 PM)

my forms says it is integrated but i don't receive the details to my solve360

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