How to Integrate Your Form with Solve

July 3, 2024

Solve360 is a modern cloud-based CRM designed to streamline project management. Known for its user-friendly setup and intuitive interface, Solve360 enables seamless storage and management of diverse information, acting as a centralized shared email database.

By integrating Jotform with Solve360, you can effortlessly transfer contacts or company data to your Solve360 database following each form submission.

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Preparing Solve360 Credentials

Solve360 integration requires you to prepare your Solve360’s registered email address and the API Key. To get the API Key:

  1. Login to your Solve Web Dashboard.
  2. Toggle the sidebar by clicking the Hamburger icon (three horizontal lines) at the top-left of the page.
  3. Click the Settings from the sidebar options:
Settings link of Solve360 web account dashboard
  1. Go to the My Account section.
  2. Scroll down to copy the API Token.
API Token of Solve360 account

Setting up the Solve360 Integration

You now have the API Key, so proceed with integrating Solve360 into your form. To set up the integration:

  1. In the Form Builder, go to the Settings tab.  
  2. Go to the Integrations section.
  3. Search for and click Solve from the list.
Solve integration option in the Integrations section of Jotform Form Builder
  1. Enter your Solve360 Email Address and API Key
  2. Click the Authenticate button to connect your Solve360 account.
Email, API Key, and Authenticate button in Solve360 integration settings
  1. Next, select and set up the following:
    • Choose a List — With Solve360, you can choose Contact or Company.
    • Match Your Fields — Map the fields to pass the information from the form to Solve. Click the Add New Field button to map the other fields from your form.
Choose a List, Match Your Fields and Complete Integration button in Solve360 integration settings
  1. Click on the Complete Integration button to save the integration.
  2. Finally, click the Finish button, and that’s all!
Finish button in Solve360 integration settings
Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum: https://www.jotform.com/answers/

Contact Jotform Support: https://www.jotform.com/contact/

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