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Integrate JotForm with Agile CRM

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

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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.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
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Best ways to Integrate JotForm + Agile CRM

  • JotForm Integration Agile CRM Integration

    JotForm + Agile CRM

    Add Score to Contact in Agile CRM when New Submission is created in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • JotForm Integration Agile CRM Integration

    JotForm + Agile CRM

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

    JotForm + Agile CRM

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

    JotForm + Agile CRM

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

    JotForm + Agile CRM

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

    JotForm + {{item.actionAppName}}

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

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

    Triggers
  • New Submission

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

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

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

How JotForm & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of JotForm and Agile CRM

JotForm?

JotForm is a web-based form builder and online survey software. It allows users to create and customize online forms, surveys, quizzes, data cplection tops, etc. JotForm also has an email marketing spution that provides users with the ability to create and design email templates.

  • Agile CRM?
  • Agile CRM is software that allows users to easily manage their contacts. These contacts are stored in one location, enabling users to access all information from one place. It enables users to view the contact’s history, such as past communications, meetings, products they have purchased or services they have used. Agile CRM also has a contact directory which allows users to quickly find a contact when needed.

  • Integration of JotForm and Agile CRM
  • Integrating JotForm and Agile CRM not only increases efficiency but also improves productivity. Since both systems work in tandem with each other, it reduces the amount of time spent on doing repetitive tasks. For example, if a user creates a contact record in Agile CRM, it automatically creates a new email template in JotForm which is automatically sent out to the recipient of the contact record. This eliminates the need for the user to manually create the email template and send it out. Thus, the user can save significant amounts of time by using both systems together. Furthermore, since the systems are integrated with each other, changes made in one system are immediately reflected in the other. If a contact record is updated in Agile CRM, it updates the corresponding email template in JotForm. With both systems working in unison, users can get more done, making them more productive and efficient.

  • Benefits of Integration of JotForm and Agile CRM
  • Integrating JotForm and Agile CRM provides several benefits to users. For example, it helps businesses improve customer relations by providing them with additional ways to communicate with customers. By integrating JotForm and Agile CRM, users can send out personalized emails to clients while keeping track of their communication history. Another benefit of integrating these systems is that businesses can easily cplect and organize information from their clients at the same time. By creating surveys in JotForm, users can easily gather data from their clients while keeping them organized in one location. Not only does this make it easier for business owners to access information from their clients but it also improves customer relations by making them feel valued through improved attention to detail. Lastly, integrating these two systems helps ensure compliance with industry standards such as SOX (Sarbanes-Oxley Act), HIPAA (Health Insurance Portability and Accountability Act), GLBA (Gramm-Leach-Bliley Act), etc. by creating structured data records on all constituent interactions throughout a company’s lifecycle.

    The process to integrate JotForm and ActiveCampaign 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.