Jotform + Zoho CRM
Create Zoho CRM module entries for new signed Jotform documents
Effortlessly manage your sales process with this Jotform and Zoho CRM integration. Whenever a new document is signed in Jotform, a module entry will be created in Zoho CRM, ensuring all your important information is organized and easily accessible. Save time, increase accuracy, and streamline your sales workflow with this powerful automation.
Effortlessly manage your sales process with this Jotform and Zoho CRM integration. Whenever a new document is signed in Jotform, a module entry will be created in Zoho CRM, ensuring all your important information is organized and easily accessible. Save time, increase accuracy, and streamline your sales workflow with this powerful automation.
- When this happens...New Signed Document
Triggers when a signed document is received.
- automatically do this!Create Module Entry
Creates a new entry in a module
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FormRequired
Try ItSelect a formRequired
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
Try ItSelect a formRequired
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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