JotForm + Zoho CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between JotForm and Zoho CRM
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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 CRM
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
Zoho CRM IntegrationsLooking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives
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Best ways to Integrate JotForm + Zoho CRM
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When this happens...
New Submission
Then do this...
Create/Update Lead
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JotForm + Zoho CRM
Create/Update Contact to Zoho CRM from New Submission in JotForm Read More...When this happens...
New Submission
Then do this...
Create/Update Contact
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JotForm + Zoho CRM
Create Module Entry to Zoho CRM from New Submission in JotForm Read More...When this happens...
New Submission
Then do this...
Create Module Entry
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JotForm + Zoho CRM
Add Attachment in Zoho CRM when New Submission is created in JotForm Read More...When this happens...
New Submission
Then do this...
Add Attachment
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When this happens...
New Submission
Then do this...
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
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect JotForm + Zoho 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 Contact
Triggers when a new contact is added.
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New Record
Triggers instantaneously when any entry is created in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
How JotForm & Zoho 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 Zoho 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 Zoho 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 Zoho CRM
JotForm is a cloud-based web application that allows users to create, send, and organize information. JotForm provides a simple way to build online forms with no coding or development skills required. It is an easy to use, full featured top for data cplection.
Zoho CRM is a CRM system that offers CRM, Finance, Human Resources, Project Management, Sales Management, Social Media Marketing, and Business Intelligence applications.
Integration of JotForm and Zoho CRM
Anyone who has used any of Zoho’s products would know that they are integrated with each other. They have made it very easy to transfer data from one platform to another. This proves very useful in the case of JotForm.
Let’s say you have a form on your website for cplecting information from your visitors. Instead of cplecting the information in the form itself, you can direct them to an integrated page where they can also fill in their details. Once the form is complete, you can export the data into Google Sheets or Microsoft Excel or CSV file, depending on your needs which you can then import into Zoho CRM. This allows you to get more information about your customers without having to bother them.
Benefits of Integration of JotForm and Zoho CRM
The benefits of integration of JotForm and Zoho CRM are numerous. Some of them are mentioned below:
Gather information easily. The integration allows you to cplect information from your clients without having to bother them. The integrated page also allows the client to submit their information without disturbing their flow of work or notifying them that you are trying to cplect information about them.
The integration allows you to cplect information from your clients without having to bother them. The integrated page also allows the client to submit their information without disturbing their flow of work or notifying them that you are trying to cplect information about them. Can be used for surveys. This integration helps you in conducting surveys anonymously without having to bother your clients. If you want to conduct a survey on your website; you can make it quite obvious that there is a survey available on your website by creating an embedded survey on your website. You can then direct your clients to an integrated page where they can fill out the survey.
This integration helps you in conducting surveys anonymously without having to bother your clients. If you want to conduct a survey on your website; you can make it quite obvious that there is a survey available on your website by creating an embedded survey on your website. You can then direct your clients to an integrated page where they can fill out the survey. Can be used for capturing customer sentiment. Not only can you capture information about your customers but you can also capture how they feel about your product or service by directing them to an integrated page where they can fill up a quick survey about your product or service. This way, you can improve your processes based on customer feedback instead of guessing what might be happening in the market place or industry that you are working in.
Not only can you capture information about your customers but you can also capture how they feel about your product or service by directing them to an integrated page where they can fill up a quick survey about your product or service. This way, you can improve your processes based on customer feedback instead of guessing what might be happening in the market place or industry that you are working in. Capture referrals. It is a great way to get referrals from existing customers once they have been through your business process and have been served by your business. This way, it is easier for them to refer new customers because they already know what they will get if they buy from you rather than searching for a new provider. This way, you get repeat business from existing customers without having to worry about going out and finding new ones all the time since the new customers will come looking for you.
Conclusion
The process to integrate JotForm and Zoho 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.
