Integrate Jotform with Freshsales
Send information between Jotform and Freshsales automatically, without writing any code, using Zoho Flow.
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Create a new contact in Freshsales for each form entry generated by Jotform
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in Freshsales using the form responses obtained from 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 Freshsales.
Create a new contact in Freshsales for each form entry generated by Jotform
Jotform + Freshsales
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Supported triggers and actions
Integrate Jotform and Freshsales 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
New account
Triggers when a new account is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New deal
Triggers when a new deal is created in the selected view
New lead
Triggers when a new lead is created in the selected view
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
Add note to contact
Adds a note to the selected contact
Create lead
Creates a new lead
Add note to lead
Adds a note to the selected lead
Create contact
Creates a new contact
Convert lead
Converts a lead to contact
Update lead
Updates the details of an existing lead
Update contact
Updates the details of an existing contact
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch lead by email address
Fetches the details of an existing lead by email
What is Jotform?
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What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
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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.
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Director - Business Development and Operations, Avid Brio
We’ve been able to bring our best-practice process visions to life. Flow isn’t just an integration tool—it’s the backbone of how we scale.
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Zoho Systems Administrator, Revenue Ranch
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
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CEO, Alebat Education
