Connect Jotform with all your business tools. Form submissions, customer details and responses sync automatically in real time, formatted correctly and always up to date.
Supported Integration
How does it work?
When the visitor or potential targeted customer fills in a form in the Jotform app, a deal is automatically created in the CRM app, which results in a productive marketing plan.
Customers
When you receive a filled form, the customer details are populated in the CRM app contact list that makes customer/contact management easy.
Leads
Jotform integration with the CRM system lets you capture business leads.
How does it work?
You can automatically send new contacts, notes, tags and deals directly into the marketing app.
Contacts
You can sync new contacts, add notes, and add tags to the contact from the lead generation form to your deals in CRMs.
Deal
A deal will be added or updated in your marketing app, whenever there is an entry in the Jotform.
How does it work?
When there is a new form entry in JotForm, a new customer is added in the accounting app or a new sales invoice is created for the same contact.
Customer
Add the customer details in the accounting app with every form submitted.
Invoices
You can automatically create a new sales invoice in the accounting app when a form is submitted in JotForm.
Supported Triggers and Actions
Jotform
Triggers
Select an app
Benefits of Integrating
Jotform
with Cloudify
Effortless Data Collection and Centralization
Integrate Jotform with your tools to centralize form, survey, and application data—reducing manual entry and errors.
Automated Workflow Management
Automatically route form data to your CRM, project tools, or email platforms for smoother, faster workflows.
Seamless Payment Processing
Sync payments collected through Jotform with your accounting or payment systems for easier tracking and reconciliation.
Enhanced Team Collaboration
Share form responses instantly with team tools, ensuring real-time updates and quicker action.
Custom Reporting and Analytics
Connect Jotform to analytics platforms to build custom reports and gain data-driven insights.
Improved Customer Experience
Create tailored, user-friendly forms that integrate smoothly into your platforms for a better customer journey.
Customized to your needs
Cloudify is a platform that automates most of your accounting tasks for your webshop sales.
