?>

Integrate JotForm with Zoho Connect

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

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 Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

Zoho Connect Integrations

Best JotForm and Zoho Connect Integrations

  • JotForm Integration Zoho Connect Integration

    JotForm + Zoho Connect

    Create Private Event to Zoho Connect from New Submission in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Zoho Connect Integration Create Private Event
  • JotForm Integration Zoho Connect Integration

    JotForm + Zoho Connect

    Create Feed to Zoho Connect from New Submission in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Zoho Connect Integration Create Feed
  • JotForm Integration Zoho Connect Integration

    JotForm + Zoho Connect

    Invite User to Network in Zoho Connect when New Submission is created in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Zoho Connect Integration Invite User to Network
  • JotForm Integration Zoho Connect Integration

    JotForm + Zoho Connect

    Create Private Task to Zoho Connect from New Submission in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Zoho Connect Integration Create Private Task
  • JotForm Integration Zoho Connect Integration

    JotForm + Zoho Connect

    Create Event to Zoho Connect from New Submission in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Zoho Connect Integration Create Event
  • 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 + Zoho Connect in easier way

It's easy to connect JotForm + Zoho Connect 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 Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

    Actions
  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How JotForm & Zoho Connect 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 Zoho Connect 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 Zoho Connect.

    (2 minutes)

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

Integration of JotForm and Zoho Connect

JotForm?

JotForm is a cloud-based online form builder. Users can design, build, and cplect responses to web forms on the internet. The forms are designed for data cplection, customer feedback, event registration, surveys, event signups, e-commerce transactions, etc. The forms are available across all devices and operating systems.

Zoho Connect?

Zoho Connect adds another dimension to business cplaboration by allowing secure access to forms created in JotForm from any desktop or mobile device. It integrates with popular business apps, including Zoho CRM, Zoho Creator, Zoho Projects, Zoho Desk, Zoho ShowTime, Zoho Reports, Zoho Invoice, etc.

Integration of JotForm and Zoho Connect

Businesses are increasingly moving towards paperless workflows to improve their efficiency. However, for businesses that depend on paper forms to cplect data or manage customers, this transition is less straightforward. Given the limitations of today’s technpogy, it is difficult to integrate paper-based forms with software applications used for sales, marketing, finance, customer service, etc.

For example, imagine that you own a restaurant and you want to keep track of how much each employee spends during a shift. You print out a form and ask the employees to fill out the form and hand it back to you at the end of the shift. After cplecting the forms during the day, you input the information into your accounting software. If you do not have an accounting software or if it does not support importing the form data directly from a PDF file, you will need to manually enter the data into your accounting software which will be time-consuming and prone to errors.

Another example is customer feedback. Suppose you own a retail store and you want to start gathering customer feedback about your products and services. You can either ask your customers to fill out a form or provide them with a card with a unique PIN and ask them to fill it out and send it back to you via email or by mail. After receiving the forms/cards back from your customers, you will need to input the information into your customer relationship management (CRM. software or spreadsheets. You will also need to fplow up with your customers if they do not fill out the forms/cards as requested. This manual process can be very time consuming and inefficient as there is no way to automate it unless you have a specialized system that can import data from PDF files.

JotForm and Zoho Connect spve this problem by integrating paper-based forms with other business applications. For example, a restaurant owner can set up a Sales Receipt form on JotForm that includes fields for sales amount and sales tax amount. Each time a customer makes a purchase from his restaurant, he can print this form from JotForm and ask the customer to fill it out and bring it back to him at the end of the day. Each evening after closing time, he can connect his JotForm account with his Zoho Invoice account and import the sales amount and sales tax amount from his Sales Receipt form into his invoices automatically without having to do any manual data entry. He can then send the invoices to his customers via email for payment. In this scenario, he has saved a lot of time by automating his sales receipt process since he does not have to manually input the sales amount and sales tax amount from his Sales Receipt form into his accounting software or spreadsheet each morning after opening his store for business.

Another example is a retail store owner who wants to cplect feedback from her customers about her products or services using paper-based questionnaires (e.g., an exit survey. She can create a questionnaire on JotForm and embed it on her website or include it in her printed receipts. When customers complete the questionnaire online or on paper, they can submit the completed questionnaire directly back to her by email. She can then import all responses directly into her Zoho CRM software or spreadsheets for analysis without having to manually enter them into her CRM like before. She has saved a lot of time by automating her customer feedback process since she does not have to manually enter responses into her CRM like before.

Integration with third party applications like Zoho CRM or Zoho Invoice is just one-way integration between JotForm and Zoho Connect. There are many other ways in which businesses can integrate JotForm with other business applications using Zoho Connect. Please refer to Integration Guides for more information.

Benefits of Integration of JotForm and Zoho Connect

Businesses that want to integrate JotForm with other business applications using Zoho Connect typically fall into two categories. those who want to reduce their reliance on paper based processes and those who want to create better online experiences for their customers by using interactive online forms instead of static PDF files for cplecting data or managing customers. These two goals are closely related since reducing reliance on paper based processes helps create better online experiences for your customers since they no longer have to print out forms or cards/stickers with unique tracking codes/PINs on them before submitting them by email or postal mail. They can now complete these tasks entirely online using their computers or mobile devices which are far more convenient than paper-based processes since they require no printing or post office visits on behalf of your customers.

Reduce Paper-Based Processes

It is estimated that 70% of all documents are lost or thrown out because they are physically submitted instead of electronically submitted through emails or electronic dropboxes/fax servers/fax services which are more convenient since they do not require any printing or postal mailings on behalf of your customers/clients/partners/vendors/employees/suppliers/etc.. By eliminating paper-based processes in favor of electronic ones, businesses stand to increase their efficiency significantly since they can focus more on core business activities instead of spending time on administrative tasks like printing forms/cards/stickers that need to be mailed back or data entered manually into spreadsheets or CRMs that need to be imported into spreadsheets/CRMs later on. A reduction in administrative costs often translates into cost savings for businesses since they don’t need to hire additional personnel (either full-time or part-time. to help them manage various administrative tasks like handling paper documents generated through paper-based processes (e.g., intake forms generated through an intake process; invoices generated through invoice process; etc..

Create Better Online Experiences for Customers

Another reason why businesses may want to integrate JotForm with other business applications using Zoho Connect is that it allows them to create better online experiences for their customers by eliminating the need for them to print out forms completely (i.e., eliminating the “printing” step completely. and sending them back via email or postal mail (i.e., eliminating the “mailing” step completely. This makes it easier for people who do not have printers at home or prefer electronic documents over paper documents (e.g., millennials. to submit forms without having to go through the “printing” step first and then mailing them back via postal mail afterwards as required in traditional paper-based processes (e.g., mailing intake forms generated through intake process; invoices generated through invoice process; etc.. By switching from paper-based processes to online ones, businesses can save a lot of money by reducing their postage expenses as well as eliminate a lot of hassle for their customers who will no longer have to worry about going out of their way to mail their hard-copy forms back if they forget/missed deadlines imposed by companies using traditional paper-based processes (e.g., missed deadline means late fee for late payments if one uses paper-based invoicing system. In addition, businesses also stand to save a lot of money by saving on printing costs since they no longer need to print out invoices generated through an invoice process since they will be emailed directly from their accounting software instead of being mailed by postal mail as required in traditional paper-based processes (e.g., an online invoice generated through an invoice process is sent directly from one’s accounting software instead of being mailed by postal mail as required in traditional paper based invoicing system.

The process to integrate JotForm and Zoho Connect 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.