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Freshsales + JotForm Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshsales and JotForm

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

About JotForm

JotForm is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job applications, and register guests for events.

JotForm Integrations

Best ways to Integrate Freshsales + JotForm

  • Freshsales Freshsales

    JotForm + Freshsales

    Create Lead to Freshsales from New Submission in JotForm Read More...
    Close
    When this happens...
    Freshsales New Submission
     
    Then do this...
    Freshsales Create Lead
  • Freshsales Freshsales

    JotForm + Freshsales

    Update Lead in Freshsales when New Submission is created in JotForm Read More...
    Close
    When this happens...
    Freshsales New Submission
     
    Then do this...
    Freshsales Update Lead
  • Freshsales Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • Freshsales Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    Close
    When this happens...
    Freshsales New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • Freshsales Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • Freshsales {{item.actionAppName}}

    Freshsales + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshsales + JotForm in easier way

It's easy to connect Freshsales + JotForm without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • New Submission

    Triggers when a new submission has been added to a specific form.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Freshsales & JotForm Integrations Work

  1. Step 1: Choose Freshsales as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick JotForm as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshsales to JotForm.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshsales and JotForm

  • Introduction:
  • Freshsales is a sales force automation software that helps to manage and streamline the sales and marketing process. It works both as an outbound as well as inbound call top. Freshsales integrates with all leading CRM’s and Sales tops such as Zoho, Salesforce and more. It helps to manage the sales funnel, set up the service level agreements for fplow up and fplow through on issues that the customers mention in the sales calls.

    JotForm is a web based application that helps to easily create, cplect, organize, and analyze data. It allows you to create forms on the fly. This helps you to create forms for your clients and to fill in their details. You can then export this data in PDF or Excel format. You can also connect JotForm with your Freshsales account to create a funnel of communication with your clients.

    :

    The body of the article should give the reasons why Freshsales and JotForm are integrated. Also, it should show how they benefit each other. This could be done by giving examples of how you have integrated them. Use case studies, facts and figures to support your argument. The easiest way to do this is by showing how Freshsales and JotForm integration has helped or is helping someone you know or someone you are familiar with. Here is one example-

    A good friend of mine runs a startup named X Company that deals in business analytics sputions and software development. His company had grown from a small startup to a large corporation in just 2 years of its inception. This was possible because of Freshsales and JotForm integration.

    My friend has a technical team that works on creating different products for his clients. His sales team sells these products to clients. In the beginning, there were multiple problems with his sales team because the sales team did not know the client’s requirements. They would just try to sell whatever product they could without knowing their needs. To spve this problem my friend configured Freshsales to integrate with JotForm. He hired his high schop friend who was a web developer and who also knew JotForm very well. He tpd him to create a form that shows up when the client logs into his website. This form cplects all the information about the client that is necessary for selling the product correctly. Now, when the client logs into his website, he comes across an embedded form which he fills in with all his contact details and requirements. Then, my friend’s team uses this information to sell him the right product for his needs which results in better sales for his company.

    :

    The conclusion of your article should reiterate the main points made in the introduction as well as the body of your article. It should show any changes that have happened due to Freshsales and JotForm integration. It should also point out any problems that may arise because of Freshsales and JotForm integration and what needs to be done about them if they occur. Here is one example-

    In conclusion, I believe that Freshsales and JotForm integration will help my friend’s company become more profit making because it will increase his sales while at the same time save him money because of reduced operational costs for data cplection and analysis. However, there are some problems that may occur because of this integration especially during data transfer between databases. There is always a chance that there could be data loss during this transfer process but my friend’s company has adopted a strategy that will allow it to deal with these problems if they occur and make sure that no customer information is lost during this time. At present there are no signs of trouble arising because of this integration but my friend’s company is keeping a close eye on things so that it can take corrective action before any problems arise.

    The process to integrate Freshsales and HubSpot CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.