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How to Integrate Solve360
Last Update: May 8, 2017
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 under the Settings tab.
2. Search for the 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. You are now all set with the integration.
Please give it a try and let us know about your experience in the comments below.
5 Comments... |
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| matthewsolomon | (January 10, 2013 at 12:29 PM) | ||
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Is integration possible with vTiger CRM? This is a huge factor for us, would be purchasing Corporate level subscription if so. Please respond ASAP. | |||
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| ttoopet | (March 04, 2014 at 03:43 PM) | ||
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what do you do when the integration feature stops working? I have my integration set to zoho and i get alot of forms in jotform but 1/30 go to my zoho crm... Can you help me with is??? | |||
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| bjallen13 | (July 03, 2014 at 01:38 AM) | ||
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Can a campaign in solve360 be assigned to the new record in Solve360 when created? | |||
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| Michael Reck | (February 06, 2016 at 11:18 PM) | ||
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Hi, has the integration between jotforms and solve ceased? I cannot locate it in the integrations list. | |||
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| David_Sanchez | (July 04, 2016 at 12:57 PM) | ||
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Very Good they are the best tools for my project... | |||
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