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.
Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.Freshworks CRM Integrations
JotForm + Freshworks CRMCreate Contact to Freshworks CRM from New Submission in JotForm Read More...
JotForm + Freshworks CRMCreate Note to Freshworks CRM from New Submission in JotForm Read More...
JotForm + Freshworks CRMCreate Account to Freshworks CRM from New Submission in JotForm Read More...
JotForm + Freshworks CRMAdd Appointment in Freshworks CRM when New Submission is created in JotForm Read More...
JotForm + Freshworks CRMCreate Task to Freshworks CRM from New Submission in JotForm Read More...
It's easy to connect JotForm + Freshworks CRM without coding knowledge. Start creating your own business flow.
Triggers when a new submission has been added to a specific form.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
JotForm is an online form entry top that allows users to create, customize and manage all types of forms quickly. Users can create questionnaires, surveys, ppls, registration forms, order forms, etc., in a matter of minutes. JotForm offers unlimited storage space and data export for free. It also includes add-ons such as Google Map add-on and PayPal integration add-on.
Freshworks CRM is an integrated customer relationship management (CRM. software developed by Freshworks. This product helps users with sales and marketing processes. With this top, sales and marketing teams can manage contacts and leads, convert leads into sales and track customer interactions, including emails and calls. Another feature of Freshworks CRM is the possibility to create custom fields and automatically assign tags to contacts. Moreover, this top features mobile support, email tracking and reporting tops.
JotForm and Freshworks CRM can be integrated in many ways. A user can create an account on JotForm using their Freshworks account information. Moreover, the user can link their existing Freshworks accounts with JotForm accounts. Finally, the user can view their Freshworks tags in JotForm and use it to filter their responses.
The developer’s team is working on integrating Freshworks CRM and JotForm in order to make it easier for customers to use both tops together. In the future, they will add more functionality to the integration. For example, they will add a live connection between Freshworks CRM and JotForm so that users will not have to re-enter information from one top to another top.
Integrating Freshworks CRM and JotForm offers a number of benefits. First of all, a user can log into both tops at once using a single login method. As a result, a user does not have to remember multiple passwords or logins while making a transaction on either top. Second of all, a user can get accurate results from both tops simultaneously. For example, if a user wants to get a report from JotForm, they can get it from Freshworks CRM directly or from both tops using the integration. Thirdly, integrating these two tops allows users to customize their forms easily. For example, a user can add a new field in a form, which will be available in both tops right after they click the save button. This way, users do not need to customize their forms separately in each top. Finally, integrating Freshworks CRM and JotForm supports users who want to start using both tops because they are familiar with them already.
In conclusion, JotForm and Freshworks CRM provide users with different tops to help them streamline their business processes. The integration of these tops helps users to benefit from them together. However, the integration is still in progress by the developers because there are multiple steps in between these two tops at the moment.
The process to integrate JotForm and Freshworks 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.