Jotform

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.

Connect Jotform with your favorite app

Airtable

HubSpot

Mailchimp

Netvisor

Pipedrive

Visma e-conomic

Xero

Supported Integration

With CRM systems

Integrate Jotform with your CRM systems like HubSpot and Pipedrive and automatically create a new customer or update customer details in the CRM app. This enables converting potential customers into leads.

With Accounting

Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.

With Accounting

Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.

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?

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?

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.

With Marketing systems

Integrate Jotform and your in- and/or outbound marketing system to manage your customers and deals.

With Accounting

Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.

With Accounting

Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.

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?

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?

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.

With accounting systems

Integrate JotForm with accounting apps to create new invoices for the added customer and automate the invoicing process.

With Accounting

Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.

With Accounting

Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.

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.

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.

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.

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.

Book a free consultation

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Custom Integration

Company

Contact

About Us

Blog

Careers

Custom Integration Agreement

Terms & Conditions

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Custom Integration

Company

Contact

About Us

Blog

Careers

Custom Integration Agreement

Terms & Conditions

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Custom Integration

Company

Contact

About Us

Blog

Careers

Custom Integration Agreement

Terms & Conditions

Jotform

Jotform

Connect Jotform with your favorite app

Connect Jotform with your favorite app

Supported Integration

With CRM systems

With Accounting

With Accounting

How does it work?

How does it work?

How does it work?

With Marketing systems

With Accounting

With Accounting

How does it work?

How does it work?

How does it work?

With accounting systems

With Accounting

With Accounting

How does it work?

How does it work?

How does it work?

Supported Triggers and Actions

Jotform

Select an app

Select an app

Select an app

Benefits of Integrating

Jotform

with Cloudify

Customized to your needs