by Variance InfoTech Pvt Ltd

Jotform Integration allows you to configure the Jotform form builder application with SuiteCRM, so data submitted via forms gets automatically updated with your CRM.

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User Guide SuiteCRM 7.x

Steps For Using Jotform Integration Features.

Step 1

To open the Administration Page, Click on the Admin tab as shown in the below screenshot.

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Step 2

Open Administration Page, Click on Jotform Integration from the Other section.

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Step 3

Once click on the Jotform Integration link on Administration page, you will redirected to API Configuration Page.

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Step 4

Add API Key and click on VALIDATE & SAVE

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Step 5

Click on OK.

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Step 6

Now you can see the list of Jotform.

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Step 7

Click on the down arrow button as shown in the below screenshot to add Jotform Field Mapping.

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Step 8

Select Module for which you want to add field mapping with Jotform.

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Step 9

Click on ADD FIELD MAPPING Button as shown in the Screenshot below.

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Step 10

Select Form and Module field in the Field Mapping & Click on SAVE Button

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Step 11

Press OK.

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Step 12

After this configuration every form submission, the extension automatically generates new records in SuiteCRM and populates them with submitted data.

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Step 13

In Contacts module created record as per field mapping configuration in Jotform Integration.

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