Updating your Thryv CRM with detailed customer information from your Jotform custom forms just got easier with this integration! Thryv works with JotForm to provide a simple way to add leads and contacts to your Thryv CRM. With JotForm, you can create custom forms to collect detailed user information and automatically send the data to the client CRM field you choose.
This app integration is free in the Thryv App Market. You will need to sign in or create a JotForm account. JotForm offers multiple packages you can choose from, free and paid! Visit the JotForm website to see what option best fits your business.
*Note if you need HIPAA Compliant forms, JotForm has package options available. Thryv's HIPAA Compliance does not extend to other 3rd party software programs.
Article Content:
What to Expect from this Integration
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When a configured JotForm is completed and submitted by an existing client, the form details will inject into the Thryv inbox and the mapped client fields will update on that customer's CRM in Thryv.
When a configured form is completed by a potential customer (not in the CRM), a new customer CRM will be created within Thryv with the mapped fields from the JotForm. |
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Before Install
- Create the JotForm form that you'd like to integrate with Thryv
- Create the contact fields in Thryv that you would like to map to the client card
- Create an example client to be used in the mapping process, and make sure that every field that is going to be mapped in the sync has data in that field on the client card
Create the JotForm Form
Here is an example from JotForm:
Create the contact fields in Thryv that you would like to map to the client CRM
You can decide which fields from the form, you'd like to come over when it is injected into Thryv.
Update the client CRM fields in Thryv with the fields you want to pull from JotForm. The fields must be added as contact fields. Client fields will not map.
- First Name, Last Name, Email, and Phone will be available by default.
*Unsure how to add client card fields in Thryv? Check out this article.
*Note:
To successfully map fields, JotForm fields must also be added to the Thryv client CRM AND the form in JotForm before configuration.
If the fields are not added to the client card, and have data in them in an example client, they will not be available to map.
Enter data into every field you are planning to map on your example client
Select a client to use as an example for JotForm. Navigate to that client card, and click the pencil icon under Contact Information to edit the information in that client's fields. Every field you are planning to map in JotForm must have information entered, or the data will not sync.
Installation Guide
From App Market, Choose JotForm:
Select "Get this App".
Next, you will be brought to the permissions screen, where you will be asked to give permissions to connect Thryv and JotForm:
You will need to check the box to agree to the terms and conditions, then select Connect to JotForm. This will lead you to the log in screen for JotForm and Allow access to the following:
Once logged in you will need to select which JotForms you'd like to connect to Thryv.
Select the + to add the forms
Select the form by checking the box next to the form name.
Enter the example contact email in the Client Email field. Select Submit Email. This client must have information in every field you are mapping, otherwise the sync will not work.
That email will move to the Currently selected client field. Now you can select Configure.
Drag the JotForm fields from the right to the Thryv fields on the left that it corresponds with:
Once all the fields are connected, you are ready to go! Thryv and JotForm are connected and any new form submission will show as a conversation in Thryv.
After Installation
You can add more forms to the integration or edit the mapping of the fields on current forms at any time. Just return back to the App Market, select Jotform, then Get this app. It will ask you to confirm your JotForm credentials and then you'll be able to edit your forms' mapping.
- You can add additional forms.
- You can add and map additional fields to an existing form.
- You can remove forms by selecting the trash can icon next to that form.
How the integration looks in Thryv
- Example conversation in Thryv of form submission:
- Example email from Jotform of form submission:
- Example of how the JotForm fields copy to the client card fields in Thryv:
Uninstall
If you decide that you are no longer interested in this integration, you can uninstall it at any time.
Just return back to the App Market, select JotForm, then launch this app. It will ask you to confirm your JotForm credentials and then select Unsubscribe.
