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Brittany_HolladayAsked on March 25, 2025 at 7:15 PM
Hi
I am interested in learning more about the Office Rnd integration. Is there a way to set an email with a survey link to be auto sent out when someone is entered in Office Rnd?
Thanks!
Brittany
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Joshua_T JotForm SupportReplied on March 25, 2025 at 8:55 PM
Hi Brittany,
Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.
Thanks for your patience and understanding.
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Joshua_T JotForm SupportReplied on March 25, 2025 at 8:59 PM
Hi Brittany,
Yes, you can integrate Office Rnd with Jotform via Zapier. Let me show you how:
- In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
- In the menu on the left, click on Integrations, and search for Office Rnd.
- Next, click on the Office Rnd Integration via Zapier, and click on Use this Zap.
- Finally, supply the details that are needed to complete the integration, and click on Publish in the top-right corner of the page.
This set up allows you to Create an Opportunity in OfficeRnd for each submission on your Jotform form. If you are looking for a way to automatically send out an email when you directly enter a data from OfficeRnd, you will need to reach out to OfficeRnd Support Team, so they can walk you through on how to set it up.
Reach out again if you have any other questions.
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