Integrate Freshworks CRM with JotForm

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

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About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

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 Freshworks CRM and JotForm Integrations

  • Freshworks CRM Integration Freshworks CRM Integration

    JotForm + Freshworks CRM

    Create Contact to Freshworks CRM from New Submission in JotForm Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Submission
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • Freshworks CRM Integration Freshworks CRM Integration

    JotForm + Freshworks CRM

    Create Note to Freshworks CRM from New Submission in JotForm Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Submission
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Freshworks CRM Integration Freshworks CRM Integration

    JotForm + Freshworks CRM

    Create Account to Freshworks CRM from New Submission in JotForm Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Submission
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Freshworks CRM Integration Freshworks CRM Integration

    JotForm + Freshworks CRM

    Add Appointment in Freshworks CRM when New Submission is created in JotForm Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Submission
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Freshworks CRM Integration Freshworks CRM Integration

    JotForm + Freshworks CRM

    Create Task to Freshworks CRM from New Submission in JotForm Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Submission
     
    Then do this...
    Freshworks CRM Integration Create Task
  • Freshworks CRM Integration {{item.actionAppName}} Integration

    Freshworks CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • New Submission

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

    Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Freshworks CRM & JotForm Integrations Work

  1. Step 1: Choose Freshworks CRM 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 Freshworks CRM to JotForm.

    (2 minutes)

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

Integration of Freshworks CRM and JotForm

Freshworks CRM?

Freshworks is a customer relationship management suite that facilitates business processes in sales, support, project management, marketing, and accounting. It is comprised of several applications that are designed to improve the productivity of businesses. Freshworks also has integrations with third-party applications, which enables users to integrate their data in one place.

JotForm?

JotForm offers an easy-to-use form builder for small businesses to create online forms quickly. It was created by Aytekin Tank in 2008 to help him run his own company. Today, JotForm has over 10 million users globally.

Integration of Freshworks CRM and JotForm

Freshworks has integrations with several third-party applications. These integrations enable users to import data from other applications into Freshworks. This integration will allow you to connect your Freshworks account with your JotForm account via Appy Pie Connect. After connecting your accounts, whenever you receive a new lead in Freshworks, this information will be automatically updated in JotForm. You can also use this integration to send emails or messages directly from Freshworks to your users in JotForm.

Benefits of Integration of Freshworks CRM and JotForm

This integration between Freshworks and JotForm will provide you with more ways to manage your leads. The integration will save you time by allowing you to import data from other platforms into Freshworks without having to manually enter this information. This integration also allows you to automate messages, so you won’t have to manually update your customers about new features or changes within your product or service.

The process to integrate Freshworks CRM and JotForm 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.