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How to connect Jotform and Zoho CRM
Create a New Scenario to Connect Jotform and Zoho CRM
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 Zoho CRM will be your first step. To do this, click "Choose an app," find Jotform or Zoho CRM, 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 Zoho CRM Node
Next, click the plus (+) icon on the Jotform node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
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Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Jotform and Zoho CRM 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 Zoho CRM 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Jotform, Zoho CRM, 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 Zoho CRM integration works as expected. Depending on your setup, data should flow between Jotform and Zoho CRM (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 Zoho CRM
Jotform + Zoho CRM + Google Sheets: When a new submission is received in Jotform, it updates the corresponding lead in Zoho CRM and adds the submission data to a Google Sheet for tracking.
Zoho CRM + Jotform + Slack: When a new lead is created or updated in Zoho CRM, triggered by a Jotform submission, a notification is sent to a Slack channel to alert the sales team.
Jotform and Zoho CRM 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 Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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See how Latenode works
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FAQ Jotform and Zoho CRM
How can I connect my Jotform account to Zoho CRM using Latenode?
To connect your Jotform account to Zoho CRM 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 Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Zoho CRM contacts from Jotform submissions?
Yes, you can! Latenode enables real-time updates using its visual editor and no-code blocks. Ensure your CRM data is always current, improving lead management and sales efficiency.
What types of tasks can I perform by integrating Jotform with Zoho CRM?
Integrating Jotform with Zoho CRM allows you to perform various tasks, including:
- Create new Zoho CRM leads from new Jotform submissions automatically.
- Update existing Zoho CRM contacts with Jotform data fields.
- Trigger custom workflows in Zoho CRM based on form responses.
- Send personalized confirmation emails via Zoho CRM after form submission.
- Create tasks in Zoho CRM when specific Jotform responses are received.
Howsecureisthe JotformdatatransfertoZohoCRMviaLatenode?
Latenode uses secure protocols and encryption to ensure your Jotform and Zoho CRM data is transferred safely. Data privacy is a top priority.
Are there any limitations to the Jotform and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Large data volumes might impact workflow execution speed.
- Custom field mappings need careful configuration for data accuracy.
