Browse Article by Topics
Related Articles
- How to Integrate Stripe with your Form
- How to Integrate Solve360
- How to Integrate a Form with Google Drive
- Mastering SalesForce with JotForm
- How to Integrate your form with Insightly CRM
- How to Integrate JotForm with Zoho CRM
- How to Setup the Highrise Integration
Related Forum Questions
- Webhook integration with Clinchpad CRM is not working
- Unable to authenticate in Zoho CRM intergration: NO_SUCH_USER error
- How to pass information to SalesForm or another CRM after each step on a form
- Can forms be filled out offline?
- Leads are not being sent to integrated ZOHO CRM.
- Form integrated with Insightly not sending data to Insightly account
- How to integrate the form with CRM?
- Name and email address in Reply-To header.
- I would like to cancel my Bronze subscription
- comparing jotform to caspio. need to collect all form data in database & create CRM tool to manage it.. what can you do for me?
Print
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.
Is integration possible with vTiger CRM? This is a huge factor for us, would be purchasing Corporate level subscription if so. Please respond ASAP.
Thank you,
Matt
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???
Can a campaign in solve360 be assigned to the new record in Solve360 when created?
Hi, has the integration between jotforms and solve ceased? I cannot locate it in the integrations list.
Thanks,
Very Good they are the best tools for my project...