Call Us: +44 (0)1748 473000

Call Us Facebook Twitter Pinterest Linked in Instagram Youtube GooglePlus

From Website Visitor to CRM Lead to Customer

10 January 2017 Written by 

Your website is your shop front. You spend time, money, and effort into getting it just right and making sure that people are finding it.

Once there, you want to turn as many of these people as you can into actual sales, but first you have to find out a little bit about them. Then you need to nurture that relationship, but I’m getting ahead of myself.

Asking people for their contact details via a web form is pretty ubiquitous these days, we don’t even blink an eye at being asked to do so anymore.

But how do you get this information from a webform into your CRM system so you can start building that customer relationship?

In OpenCRM, we do this via our JotForm integration.

What is JotForm?

JotForm is a web-based company that has built an easy-to-use form builder. You use their service to build a form and add it to your website with just a few clicks. Honestly, I can’t stress to you how easy their product is to use.

Even seemingly complex things like sending an auto-reply email or setting up a redirect is super easy with JotForm.

Which is exactly why we wanted to set up this integration with them.

Fully disclaimer: Our integration is free to use both on the OpenCRM side and in JotForm. There is also a free option on JotForm, but if you have lots of submissions (and let’s hope you do) you’ll end up paying a small monthly fee.

So, how does the integration work?

As I said before, the integration is pretty basic. People put their details into the form and it creates a record in OpenCRM. This could be a Lead, an Activity, or whatever you need.

You can even create multiple records in OpenCRM via one single submission from your form.

Set up is easy

We’ve got an FAQ that will walk you through it, but at the most basic level:

You link up the two accounts by requesting a special number from JotForm and putting it into OpenCRM.

  Linking OpenCRM to JotForm with an API Key  

Then you create a form in JotForm (they’ve got loads of tutorials and FAQs to help you). You can even add hidden fields (such as the current date and time) to make the process easier down the road.

  Building a form in JotForm  

Then you map the fields from your form into the fields in OpenCRM. Sounds more complicated than it really is…honest, you can see from the example below that you’re just matching like for like.

  Mapping fields from JotForm in OpenCRM  

And you’re good to go. As soon as someone submits a form, it’ll show up in OpenCRM.

Advanced Options

In addition to basic record creation, you can also do some more advanced things.

One option is to hide a field in JotForm that holds the CRMID of a particular record in OpenCRM, for example an Event or Campaign, that then allows you to auto-link the newly created record to this existing one in OpenCRM.

The one we personally find the most useful is passing information from OpenCRM to JotForm via a url. This means that you can ask someone a question, gather their response in JotForm, and link this response back to OpenCRM.

Rate this item
(0 votes)
Graham Anderson

Before I got my start in the tech industry as part of Apple's UK Mac launch team, I was a professional drummer (notice I didn’t say musician). But once I got in, I was hooked and I’ve been involved in the tech industry, primarily software development, for over 20 years. I founded this company and I now have the enviable title of System Architect (as well as Managing Director) here at OpenCRM.


Twitter Feed

OpenCRM We're always on the look out for the right person to join our team. #Career #Job #NorthYorkshire #Yorkshire
OpenCRM The reason OpenCRM is special comes down to the range and depth of our feature library.


Software Add-ons Ltd
1 Battalion Court
Colburn Business Park
North Yorkshire
United Kingdom
+44 (0)1748 473000
+44 (0)870 125 5962
Reg #:
England & Wales 05387424

marker Find on Google Maps


Credit Funding in Ope…

Earlier this week, we completed a minor release that will be bringing some exciting new features and enhancements to our customers’ systems over the coming weeks. You can find a little introduction to the two big ticket items over in our version release news story and further details will be available to all our customers in the release notes, published on our own customer portal. But I want to talk about one of the “minor” features that will be included in...

Business Efficiency –…

One of the main purposes of using a CRM is to promote your business efficiency – let you concentrate on running your business whilst the CRM takes care of processes and data management. Because of this, we are mindful that shortcuts and ease of use are keys to a successful CRM implementation and as a result we are always developing enhancements here and there to make the user experience that much slicker. As we prepare to launch the latest updates to...

Avoiding Holiday Chao…

Year end is here, hooray, you made it! But along with all the reporting and financial fun (not) that you have to tackle at this time of the year, there’s one more job that needs to be managed: the holiday rush. No, that the Christmas holiday rush, but the one where everyone suddenly remembers that they have a few days of holiday to use up and are desperate to organise “just a few days off.” In the last month of the financial year…and...

Being Part of the Com…

This can be a very difficult balance, do you do this just to gain some recognition or is a genuine effort to add something to your community or the place where you work? My son came to me recently as a coach of an under 8’s football team and asked if we would like to sponsor the kids with a new strip. After a short conversation, we decided that we would be delighted to and it would be a great thing...

Cloud Perspectives – …

Cloud storage is a big step towards streamlining your business. It allows you to store your client details and other information in a manner that is accessible from anywhere, at any time. You can build up a great web of data by interlinking Companies and Contacts with all manner of actions, sales details and support requests, helping you build a complete customer profile. Just like those clients, your own business is not a static entity - you are constantly evolving. Staff...

Having the Right Pers…

It is a common pitfall, especially in the tech industry, to assume that known tasks are therefore easy tasks. That just because you know how to do something (and that everyone in your office knows how to do the same thing), it is actually common knowledge. What do I mean by this? Let me give you an example: I was recently having a conversation with one of our developers about a new piece of software I wanted to introduce and had been...