What CRMs does iPEGS integrate with?
When an iPEGS form gets submitted you have the ability to download the form data to a CSV file.
Almost all CRM’s will have the ability for you to import data via CSV.
You also have the option to ‘Batch’ download form data into a CSV, so let’s say you have had 100 people submit one of your forms - you can download all of this data into 1 CSV file and then import this into your CRM.
Related Articles
Remove Field Conditions
To remove a field condition you will need to follow these steps from your iPEGS Remote account: 1) Click on 'Form Manager' 2) Click on the cog next to the form 3) Click on 'Form Builder' 4) Click the blue 'Edit' button next to the field which has the ...
Signatures and Signature Types in iPEGS
(We also have a video of this tutorial: https://youtu.be/tXQnF7WJ5hA ) The iPEGS system offers 3 types of electronic signature field. In this article we will look at the different types of signature and when to use them. 1. Standard Signature A ...
Which file types can be uploaded to iPEGS Web Forms?
You can now add a 'File Upload' field to your forms which allows your users to upload multiple file types. Once uploaded you can download the files by viewing the form on the iPEGS Portal in Submitted Forms. Using the 'File Upload' field, users can ...
How to auto-generate a unique code
This new field type will auto-generate a unique code each time a form is submitted. To set this up you'll need to: 1) Turn on the setting on the form template: Go to Form Manager Click on the cog next to the form template Edit (pencil icon) Advanced ...
Editing the email content used when sending a form from the iPEGS system
After logging in to your account, visit Form Manager and locate the form you are looking to send; Once you have found the correct form, click on the Settings cog on the right hand side; And then click on the envelope icon; Once you've clicked on the ...