JotForm Integration de Bitrix24 Integrations

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Sales and CRM
JotForm Integration

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Instalações

2406
Desenvolvedor

Bitrix24 Integrations

Descrição

JotForm Integration helps you register incoming form requests in CRM.

When a user sends data through the JotForm form, Bitrix24 automatically creates a lead, a deal or a contact according to the specified settings. With the help of flexible settings, you can get those data that you want, and in the required fields.

Learn more about the app

The app works with Bitrix24 commercial plans only.
Free plan users can test it during the trial period and then upgrade to a commercial subscription.

Instruções de instalação

Suporte técnico

Segurança de dados

Criado: 15.05.2018

Suporte técnico

If you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support.
Our dedicated Integrations support team will be delighted to assist you and provide guidance on any inquiries you may have regarding the app.

Additionally, we highly recommend following the steps outlined in this article to troubleshoot common issues in the event that the app is not functioning or connecting as expected.

Instruções de instalação

Complete the standard installation procedure at Bitrix24.Market and proceed with the following steps:

Generate a full-access API Key to connect the app: https://www.jotform.com/myaccount/api
Enter the API Key in the corresponding field to proceed with form setup
Configure field mapping for forms you need and enable them. If the field mapping procedure is not completed correctly, field data will not be transferred to newly generated leads. If several form fields are matched to a single lead field, all field data will be deleted with exception of the last field in this list.

Should the form be modified in JotForm, make sure fields are properly mapped in the settings. If you set up new forms, repeat the setup procedure for them.

Segurança de dados

Saiba mais

JotForm Integration

O aplicativo solicita permissões para acessar os dados:

CRM

acesso total: visualizar, criar, editar e excluir leads, contatos, empresas, negócios, faturas, orçamentos, atividades, campos do usuário etc.

Usuários (mínimo)

ler lista de usuários e nomes sem informações de contato

Bate-papo e notificações

acesso total: visualizar, criar, editar e excluir bate-papos e mensagens; conectar usuários ao bate-papo; editar bate-papos; ler todas as mensagens do bate-papo

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