Jotform Integration: How to pass leads to CRM?

  • widropamministrazione
    Domanda del 3 febbraio 2024 alle ore 09:53

    Salve,

    vi contatto perchè vorrei capire come passare i leads al mio CRM active campaign

    saluti,

    Vittorio

  • Gian_D Jotform Support
    Risposta del 4 febbraio 2024 alle ore 10:36

    Hi Vittorio,

    Thanks for reaching out to Jotform Support. Unfortunately, our Italian Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Italian, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. We can easily pass leads to your CRM using Jotform Integration. Let me show you how to do it:

    1. In Form Builder, click on Settings in the orange navigation bar at the top of the screen.
    2. In the menu that opens on the left side of the page, click on Integration.
    3. Search for your CRM tool and select it on the list of items.
    4. Connect your CRM account, and match the field available depending on your CRM tool.

    Jotform Integration: How to pass leads to CRM? Image 1 Screenshot 20

    We have a list of CRM available for Integration.

    Give it a try and let us know if you need any help.