OpenCRM offers a seamless sync with the webform-building app Jotform. When the form(s) are built in Jotform, you can then map the relevant fields to recreate that content in OpenCRM. A typical use is for capturing Lead submissions from your website into your CRM database, but that is just the tip of the iceberg.
One scenario that we have come across is where you want to create more than one contact at one time. Although you can create multiple entities from a single form submission – for example a Contact and an Activity – you cannot create two separate records of the same type e.g. two Contacts. One recent addition to Jotform functionality is the ability to create an appointment.
The workaround here is to chain Jotforms together. This means the person creating the records only needs to complete one set of form submissions, and this enables you to create more than one new record of the same type.
This short video walks you through that process using an example whereby two new Contact records are created.
Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.
Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?