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.