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Jotform Enterprise + Zoho CRM

Create or update Zoho CRM module entries whenever new Jotform Enterprise submissions are made

This workflow streamlines your customer relationship management by instantly updating your Zoho CRM whenever a new submission is received through JotForm Enterprise. It saves you time by avoiding manual data entry, ensuring your CRM information is always up-to-date and accurate. Thus, it empowers you to focus more on nurturing relationships and less on administrative tasks. This seamless integration between JotForm Enterprise and Zoho CRM is an efficient solution for improved customer management.

This workflow streamlines your customer relationship management by instantly updating your Zoho CRM whenever a new submission is received through JotForm Enterprise. It saves you time by avoiding manual data entry, ensuring your CRM information is always up-to-date and accurate. Thus, it empowers you to focus more on nurturing relationships and less on administrative tasks. This seamless integration between JotForm Enterprise and Zoho CRM is an efficient solution for improved customer management.

  1. When this happens...
    Jotform EnterpriseJotform Enterprise
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Team WorkspaceRequired

    • FormRequired

    Trigger
    Scheduled
    Try It
    • Team WorkspaceRequired

    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • Team WorkspaceRequired

    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Team WorkspaceRequired

    • Select a formRequired

    Action
    Write
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
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About Jotform Enterprise

Jotform Enterprise is a digital workplace productivity tool that provides a powerful ROI across your entire organization.
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Related categories

  • Forms & Surveys

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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