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JotForm + Customerly Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best ways to Integrate JotForm + Customerly

  • JotForm Customerly

    JotForm + Customerly

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

    JotForm + Customerly

    Create or Update User to Customerly from New Submission in JotForm Read More...
    Close
    When this happens...
    JotForm New Submission
     
    Then do this...
    Customerly Create or Update User
  • JotForm Customerly

    JotForm + Customerly

    Add User Tag in Customerly when New Submission is created in JotForm Read More...
    Close
    When this happens...
    JotForm New Submission
     
    Then do this...
    Customerly Add User Tag
  • JotForm Trello

    JotForm + Trello

    Create cards on Trello form new new JotForm submissions Read More...
    Close
    When this happens...
    JotForm New Submission
     
    Then do this...
    Trello Create Card
    If you're a power user of both Trello and JotForm, launching Trello cards from new JotForm submissions is a snap. Once this integration is turned on, Appy Pie Connect makes it super simple to create a fresh card in Trello anytime new information comes into JotForm. This Appy Pie Connect integration only creates new Trello cards after you've set it up, not cards for previous form submissions.
    The Method of Action
    • JotForm has received a new submission
    • Appy Pie Connect create a new Trello card matching the submission on the board and list of your choice
    What You Will Need
    • JotForm account
    • Trello account
  • JotForm Google Sheets

    JotForm + Google Sheets

    Add new rows in Google Sheets on JotForm responses Read More...
    Close
    When this happens...
    JotForm New Submission
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    You can have your JotForm submissions immediately added to Google Sheets with this integration, making it easy to share findings with colleagues. After you set this up, every time a new JotForm answer is received, a new row will be added to the Google Sheets spreadsheet you specify.
    How Does This Integration Work?
    • A new submission is received on JotForm
    • Appy Pie Connect creates a new row on Google Sheets
    What You Require
    • JotForm account
    • Google Sheets account
  • JotForm {{item.actionAppName}}

    JotForm + {{item.actionAppName}}

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

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

    Triggers
  • New Submission

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

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How JotForm & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of JotForm and Customerly

Customerly is a customer service spution that gives you an easy way to manage your customer service communication on your websites and apps. Customerly combines live chat with notifications and emails, and provides an easy way to post updates on your website or social media profile. Customerly also offers a mobile app and it allows you to communicate with customers right from your phone.

JotForm is a free form builder that helps you create online forms, surveys and quizzes in minutes. You can create a variety of forms such as contact forms, event registration forms, job application forms, order forms and more. JotForm offers live chat and shows the number of visitors online so that you can send instant messages to visitors who are looking at your website.

Integration of JotForm and Customerly

When you integrate JotForm with Customerly, both of them will have access to each other’s data. This increases the value of your business as you can use all of the information about your customers in one place.

Customerly will track details about your customers such as their name, email address, phone number and location and will add it to the data stored in JotForm. JotForm will give you access to the information stored in the Contact Manager to use it in your forms. You can then use this information to personalize your emails and live chat sessions with customers.

Benefits of Integration of JotForm and Customerly

Integration of JotForm and Customerly has several benefits for your business. With integration, you can perform customized customer service on your website or app. You can also help improve customer satisfaction by providing better customer care services. The integration of these two tops will also help you save time and money by reducing the number of tops you need to use for managing your customer relationship management process.

In conclusion, integration of JotForm and Customerly offers a lot of benefits for companies of all sizes, especially those with a strong focus on customer relations. There are many other CRM tops available but integrating JotForm and Customerly will give you a much more efficient customer relationship management process.

The process to integrate JotForm and Customerly 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.