With the JotForm extension, a CRM entry is automatically created in Logzi from the submissions received through your JotForm forms.
Go to the Main menu / Integrations / Extensions / Install new extension menu item. Among the cards, find the JotForm card and click its Install button.
On the page that opens, under the Actions tab you see three basic fields: the API name field is prefilled (in the form “… integráció”), the JotForm type is selected in the Type field, and the Active field is set to Yes. You can rewrite the API name, for example if you install several extensions of the same integration.
On the Settings tab, select in the Default colleague field the colleague for whom the CRM entries are created, in the Company address (for CRM entry) field the address of your company, and in the Subject field name field the form field whose content becomes the subject of the CRM entry. Optionally you can also enter a Secret token (optional).
Click the Save button. Saving also performs the installation: after a successful operation the message “A bővítmény telepítése/módosítása sikerült!” (“The extension was installed/modified successfully!”) appears, which you can close with the Rendben (OK) button; this popup text is shown in Hungarian in every language. After saving, the Webhook URL field is filled in: copy it and enter it as a webhook in the settings of your JotForm form, under Integrations / Webhooks. From then on every form submission creates a new CRM entry for the selected colleague.
If you receive the warning “A bővítmény telepítése nem sikerült vagy már telepítve van!” (“The extension could not be installed or is already installed!”, shown in Hungarian), or you are unsure about the result, open the Log tab of the extension: there you see the status, date and message of the events in chronological order. You can also open the installed extension later from the Installed extensions list.
Before live use, send a test submission through the form and check that the CRM entry has been created.
| Field / Element | Required | Description |
|---|---|---|
| API name | The name of the extension in the Installed extensions list. Prefilled at installation in the form “… integráció”; you can freely rewrite it, so you can tell apart several extensions of the same type. | |
| Type | The type of the extension; it is preset based on the selected card (JotForm). | |
| Active | With Yes the extension works, with No it is paused. The default at installation is Yes. | |
| Webhook URL | A read-only field filled in after saving; this is the address you must enter as a webhook in the external service. | |
| Secret token (optional) | An optional security token for identifying the webhook calls. | |
| Default colleague | The colleague who receives the CRM entries created from incoming submissions. | |
| Company address (for CRM entry) | The address of your company to which the CRM entries are linked. | |
| Subject field name | The name of the form field whose content becomes the subject of the CRM entry. |
The appearance of the menu item depends on your permissions. If you cannot see it, ask the administrator to check your permissions.
This message is shown in Hungarian in every language and means that the extension could not be installed or is already installed. Either the data entered are wrong, or you already have this extension installed with the same settings. Check the Installed extensions list and the Log tab of the extension; if necessary, correct the data and save again.
The name of the form field whose content becomes the subject of the CRM entry. Enter it exactly as JotForm identifies the given form field.
Open the extension on the Installed extensions page and use the Delete button, or set the Active field to No if you only want to pause it.
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