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Freshworks CRM + JotForm Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshworks CRM and JotForm

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

About JotForm

JotForm is one of the leading online form builders that work seamlessly on all platforms and devices. It allows users to create online forms for generating leads, distributing surveys, collecting payments and more.

JotForm Integrations

Best Freshworks CRM and JotForm Integrations

  • Freshworks CRM Google Contacts

    Freshworks CRM + Google Contacts

    Create contacts in Google Contacts from new Freshworks CRM contacts Read More...
    When this happens...
    Freshworks CRM New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Integrate your Freshworks CRM with your Google Contacts and create new contacts automatically whenever new entries are made. When this Connect flow is active, as soon as a new contact is created in Freshworks CRM, it will be automatically reflected in Google Contacts as well.
    How this Freshworks CRM – Google Contacts Integration Work
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates new contact in Google Contacts
    What You Need
    • A Freshworks CRM account
    • A Google Contacts account
  • Freshworks CRM Slack

    Freshworks CRM + Slack

    Send Slack channel messages for new accounts in Freshworks CRM Read More...
    When this happens...
    Freshworks CRM New Account
     
    Then do this...
    Slack Send Channel Message
    Instead of emailing people when new accounts are added to the Fretworks CRM, it would be more effective posting it on a Slack channel where every team member can see. You can use Appy Pie Connect to send Slack channel messages to Fresworks as soon as the new account is created. When a new account is created in Freshworks CRM, the associated information are communicated to Slack as a channel message with this Freshworks CRM-Slack interface.
    How this Freshworks CRM – Slack Integration Works
    • A new account is added to Freshworks CRM
    • Appy Pie Connect creates new Slack channel message
    What You Need
    • A Freshworks CRM account
    • A Slack account
  • Freshworks CRM GoToWebinar

    Freshworks CRM + GoToWebinar

    Create GoToWebinar registrants when new contacts are created in Freshworks CRM Read More...
    When this happens...
    Freshworks CRM New Contact
     
    Then do this...
    GoToWebinar Create Registrant
    If you're using Freshworks CRM to manage your contacts, then you can generate GoToWebinar registrants directly from your CRM contacts. This Connect Flow can make sure new contacts in Freshworks get automatically added to your GoToWebinar registrant list using the fields you specify, including their name, email, phone number, and company.
    How this Freshworks CRM – GoToWebinar Integration Works
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates a GoToWebinar registrant
    What You Need
    • A Freshworks CRM account
    • A GoToWebinar account
  • Freshworks CRM Trello

    JotForm + Trello

    Create cards on Trello form new new JotForm submissions Read More...
    When this happens...
    Freshworks CRM New Submission
     
    Then do this...
    Trello Create Card
    If you're a power user of both Trello and JotForm, launching Trello cards from new JotForm submissions is a snap. Once this integration is turned on, Appy Pie Connect makes it super simple to create a fresh card in Trello anytime new information comes into JotForm. This Appy Pie Connect integration only creates new Trello cards after you've set it up, not cards for previous form submissions.
    The Method of Action
    • JotForm has received a new submission
    • Appy Pie Connect create a new Trello card matching the submission on the board and list of your choice
    What You Will Need
    • JotForm account
    • Trello account
  • Freshworks CRM Google Sheets

    JotForm + Google Sheets

    Add new rows in Google Sheets on JotForm responses Read More...
    When this happens...
    Freshworks CRM New Submission
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    You can have your JotForm submissions immediately added to Google Sheets with this integration, making it easy to share findings with colleagues. After you set this up, every time a new JotForm answer is received, a new row will be added to the Google Sheets spreadsheet you specify.
    How Does This Integration Work?
    • A new submission is received on JotForm
    • Appy Pie Connect creates a new row on Google Sheets
    What You Require
    • JotForm account
    • Google Sheets account
  • Freshworks CRM Google Sheets

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Freshworks CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Freshworks CRM + JotForm in easier way

It's easy to connect Freshworks CRM + JotForm without coding knowledge. Start creating your own business flow.

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • New Submission

    Triggers when a new submission has been added to a specific form.

    Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Freshworks CRM & JotForm Integrations Work

  1. Step 1: Choose Freshworks CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Freshworks CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select JotForm as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate JotForm with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshworks CRM and JotForm

Freshworks CRM?

Freshworks is a customer relationship management suite that facilitates business processes in sales, support, project management, marketing, and accounting. It is comprised of several applications that are designed to improve the productivity of businesses. Freshworks also has integrations with third-party applications, which enables users to integrate their data in one place.

JotForm?

JotForm offers an easy-to-use form builder for small businesses to create online forms quickly. It was created by Aytekin Tank in 2008 to help him run his own company. Today, JotForm has over 10 million users globally.

Integration of Freshworks CRM and JotForm

Freshworks has integrations with several third-party applications. These integrations enable users to import data from other applications into Freshworks. This integration will allow you to connect your Freshworks account with your JotForm account via Zapier. After connecting your accounts, whenever you receive a new lead in Freshworks, this information will be automatically updated in JotForm. You can also use this integration to send emails or messages directly from Freshworks to your users in JotForm.

Benefits of Integration of Freshworks CRM and JotForm

This integration between Freshworks and JotForm will provide you with more ways to manage your leads. The integration will save you time by allowing you to import data from other platforms into Freshworks without having to manually enter this information. This integration also allows you to automate messages, so you won’t have to manually update your customers about new features or changes within your product or service.

The process to integrate Freshworks CRM and JotForm may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.