TT – Recording Data Off Site to Update Online Information

This video walks you through a scenario where you can use a combination of data created in OpenCRM, automated email rules to trigger a third party Jotform, and when the form is submitted for records to be updated back into OpenCRM.

This kind of process gives you the ability to inform your field agents – remote engineers, salespeople, support technicians and so on – and for them to push details of any work done back into your system seamlessly.

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