Integrate Jotform with Teamwork CRM
Send information between Jotform and Teamwork CRM automatically, without writing any code, using Zoho Flow.
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Create a contact in Teamwork CRM each time a form is filled out on Jotform
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Teamwork CRM from the responses collected via Jotform.
How it works
- The flow triggers when a new submission is added to the selected form in Jotform.
- Zoho Flow creates a new contact in Teamwork CRM.
Create a contact in Teamwork CRM each time a form is filled out on Jotform
Jotform + Teamwork CRM
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Supported triggers and actions
Integrate Jotform and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New submission
Triggers when a new response is submitted to a form
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
All Actions - Actions are the automated tasks
Create submission
Submits the data to this selected form
Fetch submission
Fetches the details of an existing form submitted
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
Fetch company
Fetches the details of an existing company
Fetch product
Fetches the details of an existing product
Fetch contact
Fetches the details of an existing contact
Fetch deal
Fetches the details of an existing deal
What is Jotform?
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What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Avid Brio
The speed of communication provided by Zoho Flow automations resulted in a greater promptness in contacting leads, and increased the likelihood of lead conversion.
Luis Carlos Palacios Moreno
Deputy Director, Revenue Ranch
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Revenue Ranch
