CRM in Cloud + Jotform

Create or update CRM in Cloud contacts from new Jotform submissions

With this automation, once you receive a new submission in Jotform, a contact will be effortlessly created or updated in CRM in Cloud. Ideal for businesses seeking to streamline operations, this workflow keeps your contact lists up-to-date without the need for manual intervention. It effectively bridges the gap between your form submissions and CRM, saving you time and ensuring your customer details are always current.

With this automation, once you receive a new submission in Jotform, a contact will be effortlessly created or updated in CRM in Cloud. Ideal for businesses seeking to streamline operations, this workflow keeps your contact lists up-to-date without the need for manual intervention. It effectively bridges the gap between your form submissions and CRM, saving you time and ensuring your customer details are always current.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    CRM in CloudCRM in Cloud
    Create or Update Contact

    Creates a new Contact, or update an exising one specifying its ID field value.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • Action

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • List IDRequired

    • Anagraphic TypeRequired

    • Email typeRequired

    Trigger
    Scheduled
    Try It
crm-in-cloud logo
crm-in-cloud logo

About CRM in Cloud

CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

Related categories

  • Forms & Surveys

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