Jotform + Zoho CRM
Assign pre-filled forms in Jotform for every new module entry in Zoho CRM
Streamline your processes effortlessly with this workflow. Whenever there's a new module entry in your Zoho CRM, a prefilled form will be assigned in Jotform. This automation enhances productivity by reducing manual work in your lead management process, ensuring no detail is overlooked.
Streamline your processes effortlessly with this workflow. Whenever there's a new module entry in your Zoho CRM, a prefilled form will be assigned in Jotform. This automation enhances productivity by reducing manual work in your lead management process, ensuring no detail is overlooked.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Assign Prefilled Form
Invite assignees to complete your pre-populated form
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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 ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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 ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
