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Select a client to use as an example for JotForm. 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.Įnter data into every field you are planning to map on your example client To successfully map fields, JotForm fields must also be added to the Thryv client CRM AND the form in JotForm before configuration. *Unsure how to add client card fields in Thryv? Check out this article. First Name, Last Name, Email, and Phone will be available by default.The fields must be added as contact fields. Update the client CRM fields in Thryv with the fields you want to pull from JotForm. You can decide which fields from the form, you'd like to come over when it is injected into Thryv. 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 cardĬreate the contact fields in Thryv that you would like to map to the client CRM.

Create the contact fields in Thryv that you would like to map to the client card.Create the JotForm form that you'd like to integrate with 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. 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. Thryv's HIPAA Compliance does not extend to other 3rd party software programs. *Note if you need HIPAA Compliant forms, JotForm has package options available. JotForm offers multiple packages you can choose from, free and paid! Visit the JotForm website to see what option best fits your business. You will need to sign in or create a JotForm account. This app integration is free in the Thryv App Market. With JotForm, you can create custom forms to collect detailed user information and automatically send the data to the client CRM field you choose.

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.