Jotform Integration

INTEGRATION TO

Jotform

Integrate Jotform with Cloudify with CRM systems, storage apps, payment gateways, social media project management apps, and email apps to collect responses and sync data between the apps and automate workflows.

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Supported Integration

Custom Apps

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.

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.

How it works

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.

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 Integration

Custom Apps

With CRM systems

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.

How it works

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.

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 Integration

Custom Apps

With CRM systems

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.

How it works

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.

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

Benefits of Integrating Jotform with Cloudify

Effortless Data Collection and Centralization

Integrating Jotform with your tools centralizes data from online forms, surveys, and applications, making it easily accessible and reducing manual data entry errors.

Automated Workflow Management

Integration streamlines workflows by automatically routing collected form data to CRM systems, project management tools, or email platforms, saving time and improving efficiency.

Seamless Payment Processing

With Jotform integration, payments collected through forms are automatically synced with accounting or payment platforms, simplifying financial tracking and reconciliation.

Enhanced Team Collaboration

Form responses can be shared instantly with team collaboration tools, ensuring timely updates and enabling your team to act on collected data in real time.

Custom Reporting and Analytics

Integration with analytics tools enables businesses to generate custom reports from form submissions, providing valuable insights for decision-making and strategy refinement.

Improved Customer Experience

Jotform integration allows businesses to create customized, user-friendly forms that integrate seamlessly into existing platforms, offering a smoother experience for customers and clients.

Are you unable to decide for yourself?

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Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Integration

Custom Integration

Company

Contact

About Us

Blog

Careers

Modern and intelligent business process automation and integration platform to connect your enterprise.

Let's get started

Book A Consultation

Terms & Conditions

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Integration

Custom Integration

Company

Contact

About Us

Blog

Careers

Modern and intelligent business process automation and integration platform to connect your enterprise.

Let's get started

Book A Consultation

Terms & Conditions

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Integration

Custom Integration

Company

Contact

About Us

Blog

Careers

Modern and intelligent business process automation and integration platform to connect your enterprise.

Let's get started

Book A Consultation

Terms & Conditions