Connect Jotform and SugarCRM to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Jotform to SugarCRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Jotform with SugarCRM - no code necessary. See how you can get setup in minutes.
Select a trigger from Jotform
Setup an action from SugarCRM
That’s it! You just connected Jotform to SugarCRM
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Frequently Asked Questions about Jotform + SugarCRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jotform and SugarCRM
How do I connect Jotform with SugarCRM?
To connect Jotform with SugarCRM, you need to set up a Zap using our platform. Start by selecting Jotform as the trigger app and choose an event, such as 'New Submission.' Then, connect your Jotform account and select SugarCRM as the action app, picking a corresponding action like 'Create Lead.' Ensure both accounts are connected properly for data transfer.
What triggers are available for Jotform in this integration?
We provide several triggers for Jotform when integrating with SugarCRM. The primary trigger is 'New Submission,' which activates every time a new form submission occurs on your selected form.
What actions can I automate in SugarCRM using data from Jotform?
With our integration, you can automate actions like creating leads, adding new contacts, or updating existing records in SugarCRM whenever there is a new submission in Jotform. Choose the appropriate action during setup to tailor the automation to your needs.
Do I need technical skills to set up the integration?
No technical skills are required to set up the integration between Jotform and SugarCRM. Our platform provides a user-friendly interface that guides you through each step of linking your accounts and setting triggers and actions.
Can I use conditional logic with this integration?
Yes, you can implement conditional logic by using filters in our workflow. This allows specific actions in SugarCRM to occur only if certain conditions from Jotform submissions are met. Set these conditions when configuring your Zap.
Is it possible to update existing records in SugarCRM based on new submissions from Jotform?
Absolutely! You can configure your Zap to search for existing records in SugarCRM and update them with information from new Jotform submissions. Select 'Find or Create Record' as an action step to enable this feature.
How do I test the integration between Jotform and SugarCRM after setting it up?
After setting up the integration, we encourage testing it by making a sample submission through Jotform. Check if the intended action occurs in SugarCRM. You can view detailed task histories and troubleshoot issues directly within our interface if needed.
Connect Jotform and SugarCRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
