Jotform Integration

The Jotform integration enables users to manage webform submissions directly in the Kipu CRM, making it quicker and easier to add patient records.

Requirements

• An active CRM tenant
• An active Jotform account
• A Kipu Jotform Webhook URL
  • Contact [e-mail] to request your webhook URL to support this integration.

Connecting Jotforms to Kipu CRM

1. Visit the Jotform website and log into your account.
2. Select My Forms to view all webforms present in your account.
3. Then click Edit Form on the webform you would like to integrate with the Kipu CRM. 
• Note: Hover your mouse over the desired webform to view your options.
4. Select Settings.
5. Select Integrations. Enter Webhooks in the search bar and select the integration.
6. Then enter the Kipu Jotform Webhook URL in the Ad WebHook field. Click Complete Integration to finalize your changes.
7. Select Publish. Copy the form ID found on the Link to Share field.
8. Send the copied form ID to the Kipu CRM support team.
   • Note: The form ID will be used to connect the Jotform webform to the Kipu CRM and allow webform submissions to populate in the form queue.

• Jotform Integration Guide.pdf300 KB