Integrate JotForm with Freshworks CRM
Appy Pie Connect allows you to automate multiple workflows between JotForm and Freshworks CRM
- No code
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- Lightning Fast Setup
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 Freshworks CRM
Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
Freshworks CRM IntegrationsBest ways to Integrate JotForm + Freshworks CRM
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JotForm + Freshworks CRM
Create Contact to Freshworks CRM from New Submission in JotForm Read More...When this happens...
New Submission
Then do this...
Create Contact
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JotForm + Freshworks CRM
Create Note to Freshworks CRM from New Submission in JotForm Read More...When this happens...
New Submission
Then do this...
Create Note
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JotForm + Freshworks CRM
Create Account to Freshworks CRM from New Submission in JotForm Read More...When this happens...
New Submission
Then do this...
Create Account
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JotForm + Freshworks CRM
Add Appointment in Freshworks CRM when New Submission is created in JotForm Read More...When this happens...
New Submission
Then do this...
Add Appointment
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JotForm + Freshworks CRM
Create Task to Freshworks CRM from New Submission in JotForm Read More...When this happens...
New Submission
Then do this...
Create Task
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect JotForm + Freshworks CRM without coding knowledge. Start creating your own business flow.
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New Submission
Triggers when a new submission has been added to a specific form.
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New Appointment
trigger when new appointment created.
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New Completed Task
Trigger when any task gets completed.
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New Contact
Trigger when new contact is created.
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New Deal
Trigger when new deal created.
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New Task
Trigger when new task created.
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Add Appointment
Add an appointment.
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Create Account
Create an account.
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Create Contact
Creates a contact.
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Create Deal
Creates a deal.
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Create Note
Creates a note.
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Create Task
Creates a task.
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Update Contact
Updates an existing contact.
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How JotForm & Freshworks CRM Integrations Work
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Step 1: Choose JotForm as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Freshworks CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from JotForm to Freshworks CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of JotForm and Freshworks CRM
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.
Integration of JotForm and Freshworks CRM
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.
Benefits of Integration of JotForm and Freshworks CRM
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.
