JotForm Now Integrates with Solve360 CRM

Solve (formerly known as Solve360) is a modern cloud based CRM with features to manage projects. Solve is very easy to setup and use. Solve 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 Solve 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 Solve database.

How to Integrate Your Form with Solve

Integrating a JotForm form with Solve is pretty straightforward.

1. First, open your form on the Form Builder. Then, click on Integrations button under Settings tab. Find Solve under CRM category.

2. Enter your Solve email address and API Key.

3. Next, choose if you would like to post what kind of information to Solve. Is this company information or information for an individual. you can define what information will be sent to Solve database. By default, we will match your name, email and phone fields. But, you can also match other fields as well.

4. 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.

This article is originally published on Oct 02, 2012, and updated on Jul 22, 2020.
AUTHOR
Aytekin Tank is the Founder and CEO of JotForm. A developer by trade but a storyteller by heart, he writes about his journey as an entrepreneur and shares advice for other startups. He loves to hear from JotForm users. You can reach Aytekin from AytekinTank@JotForm.com

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