Jotform + Zoho CRM
Update module entries in Zoho CRM when new signed documents are added in Jotform
Effortlessly keep your customer information up-to-date with this Jotform and Zoho CRM integration. Whenever a new signed document is submitted via Jotform, the corresponding entry in Zoho CRM will be updated automatically, ensuring your contact records are always accurate and ready for your next moves in sales and marketing efforts.
Effortlessly keep your customer information up-to-date with this Jotform and Zoho CRM integration. Whenever a new signed document is submitted via Jotform, the corresponding entry in Zoho CRM will be updated automatically, ensuring your contact records are always accurate and ready for your next moves in sales and marketing efforts.
- When this happens...New Signed Document
Triggers when a signed document is received.
- automatically do this!Update Module Entry
Update existing entry in the selected module
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
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.
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DocumentRequired
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Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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.
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