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.
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
JotForm + Agile CRMAdd Score to Contact in Agile CRM when New Submission is created in JotForm Read More...
JotForm + Agile CRMAdd Event in Agile CRM when New Submission is created in JotForm Read More...
JotForm + Agile CRMCreate or Update Contact to Agile CRM from New Submission in JotForm Read More...
It's easy to connect JotForm + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers when a new submission has been added to a specific form.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
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 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.
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.
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.