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Set up your first integration
Quickly connect Jotform to Zoho CRM with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Jotform with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from Jotform.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Jotform and Zoho CRM, automating your workflow.
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Frequently Asked Questions about Jotform + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jotform and Zoho CRM
How can I integrate Jotform with Zoho CRM?
To integrate JotForm with Zoho CRM, you can utilize our platform to create automated workflows. You will set up a Zap where filling out a form in JotForm is the trigger, and adding or updating a contact in Zoho CRM is the action.
What are the common triggers available for Jotform in this integration?
Common triggers for JotForm include 'New Submission'—when someone submits a form, and 'Updated Submission'—when someone updates a previously submitted form.
What actions can be performed in Zoho CRM through this integration?
In Zoho CRM, you can set actions such as creating new leads, adding contacts, updating existing records, or even associating submissions with accounts when triggered by form submissions from JotForm.
Can I map form fields from Jotform to Zoho CRM fields directly?
Yes, during the setup of your integration workflow, you can directly map fields from your JotForm submissions to corresponding fields in Zoho CRM. This ensures that data like email addresses and phone numbers are entered accurately into your CRM.
Is it possible to trigger actions in Zoho CRM only for specific form submissions?
Certainly! You can use filter options during the setup to specify criteria that determine which form submissions should trigger actions in Zoho CRM. For instance, only forms where 'Job Title' equals 'Manager' could trigger the creation of a new contact.
Are there any pre-requisites before setting up this integration?
Before setting up the integration between JotForm and Zoho CRM, ensure that you have active accounts on both platforms and necessary permissions to create contacts or leads within your Zoho CRM account.
Can I perform multiple actions in Zoho CRM for each Jotform submission?
Yes, our automation allows you to set up multiple actions within Zoho CRM for each submission captured on JotForm. For example, creating a new lead and simultaneously updating an existing account record is possible.
Connect Jotform and Zoho CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
Try ItTriggerInstant- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
ActionWrite- Select a formRequired
ActionWrite- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling
- DocumentRequired
Try ItTriggerPolling- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Prefilled Field Permissions
ActionWrite- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling
