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How to connect Jotform and NoCRM
Create a New Scenario to Connect Jotform and NoCRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Jotform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jotform or NoCRM will be your first step. To do this, click "Choose an app," find Jotform or NoCRM, and select the appropriate trigger to start the scenario.
Add the Jotform Node
Select the Jotform node from the app selection panel on the right.
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Add the NoCRM Node
Next, click the plus (+) icon on the Jotform node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
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Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the Jotform and NoCRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Jotform and NoCRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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AI Anthropic Claude 3
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NoCRM
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Jotform, NoCRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Jotform and NoCRM integration works as expected. Depending on your setup, data should flow between Jotform and NoCRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Jotform and NoCRM
Jotform + NoCRM + Slack: When a new submission is received in Jotform, a new lead is created in NoCRM with the submission data. Then, a Slack notification is sent to a designated channel to alert the sales team about the new lead.
NoCRM + Jotform + Google Sheets: When a lead's status changes to 'Won' in NoCRM, pre-populate a Jotform satisfaction survey with lead information and log the survey results in a Google Sheet for analysis.
Jotform and NoCRM integration alternatives
About Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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See how Latenode works
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FAQ Jotform and NoCRM
How can I connect my Jotform account to NoCRM using Latenode?
To connect your Jotform account to NoCRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jotform and click on "Connect".
- Authenticate your Jotform and NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create NoCRM leads from new Jotform submissions?
Yes, you can! Latenode allows you to automatically create leads in NoCRM from Jotform submissions. This ensures no leads are missed, streamlining your sales process and boosting efficiency.
What types of tasks can I perform by integrating Jotform with NoCRM?
Integrating Jotform with NoCRM allows you to perform various tasks, including:
- Create a new NoCRM lead from each new Jotform submission.
- Update a NoCRM lead when a linked Jotform is edited.
- Send custom notifications upon form submission or lead creation.
- Enrich lead data in NoCRM using data from Jotform fields.
- Create detailed reports combining Jotform and NoCRM data.
HowsecureisJotformdatawhenintegratedwithNoCRMviaLatenode?
Latenode uses industry-standard security protocols to protect your data. You can also use JavaScript steps to further encrypt data for maximum security.
Are there any limitations to the Jotform and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic in Jotform might require custom JavaScript for full translation.
- File uploads from Jotform are linked, not directly embedded, in NoCRM.
- Large volumes of Jotform submissions might impact initial workflow execution speed.
