Automatically update my CRM with certain data on my form

  • asashawaii
    Asked on June 20, 2024 at 4:51 PM
    Automatically update my CRM with all Data Fields under customer profile
  • Rose JotForm Support
    Replied on June 20, 2024 at 4:55 PM

    Hi asashawaii,

    Thanks for reaching out to us for help. If you want to send all your submission data to your CRM, you must match all your Jotform fields to your CRM fields during the integration setup. If you only need selected data to be added to your CRM, then just match the fields that you want to send.

    You can integrate your form with it. Check our available CRM integration here. May we know what specific CRM are you using?

    Let us know if there’s anything else we can help you with. 

 
Your Answer