FreeAgent CRM + Jotform

Create new FreeAgent CRM app records from submitted Jotform entries

Effortlessly manage new submissions from Jotform by creating app records in FreeAgent CRM with this seamless automation. Once set up, whenever a new submission is made through Jotform, a corresponding record will be created in FreeAgent CRM, ensuring all important information is up-to-date and easily accessible. No more manual data entry or delays – keep your CRM organized and save time with this streamlined workflow.

Effortlessly manage new submissions from Jotform by creating app records in FreeAgent CRM with this seamless automation. Once set up, whenever a new submission is made through Jotform, a corresponding record will be created in FreeAgent CRM, ensuring all important information is up-to-date and easily accessible. No more manual data entry or delays – keep your CRM organized and save time with this streamlined workflow.

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerInstant
  2. automatically do this!
    FreeAgent CRMFreeAgent CRM
    Create App Record

    Creates a new App Record

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • AppRequired

    • Triggered on Create or UpdateRequired

    Trigger
    Scheduled
    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
    • AppRequired

    Action
    Write
freeagent-crm logo
freeagent-crm logo

About FreeAgent CRM

FreeAgent CRM helps you lift work out of spreadsheets to automate and scale your sales, marketing, and customer service teams.

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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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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