INTEGRATIONS
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 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
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.
FEATURES
Add contacts, tags or deals to CRM apps like HubSpot or Pipedrive to sync the form submissions.
Create flexible lead generation forms and contact forms with Jotform and track leads with the CRM apps.
Automatically sync the data from the Jotform and update your data in real-time.
Integrate with other third party SaaS apps for creating custom forms and syncing data.
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