Jotform + Zoho CRM
Create or update module entries in Zoho CRM for new submissions in Jotform
Easily streamline your customer management process whenever you receive a new submission on Jotform. Once set, this workflow will promptly update or create a module entry within your Zoho CRM app, helping you keep everything up-to-date and organized. Save precious time on manual data entry and focus more on building better client relationships with this efficient automation.
Easily streamline your customer management process whenever you receive a new submission on Jotform. Once set, this workflow will promptly update or create a module entry within your Zoho CRM app, helping you keep everything up-to-date and organized. Save precious time on manual data entry and focus more on building better client relationships with this efficient automation.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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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