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 created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Company updated
Triggers when a company is updated
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company 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 company
Creates a new company
Create deal
Creates a new deal
Create lost reason
Creates a new lost reason
Create product
Creates a new product
Create note
Creates a new note
Create contact
Creates a new contact
Fetch deal
Fetches the details of an existing deal
Fetch contact
Fetches the details of an existing contact
Fetch product
Fetches the details of an existing product
Fetch company
Fetches the details of an existing company
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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Learn more >Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically.
Paul Jozsef
Owner, Paul Jozsef Counselling & Coaching
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, Syncify
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data input.
Louis Castellano
CEO and Owner, Fabricroot
