JotForm + Zoho CRM Integration | Automate Lead Management

Explore Triggers and Actions

New Submission (Instant)

Trigger new event when a form is submitted

Convert Lead

Converts a Lead into a Contact or an Account.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

Search Objects

Retrieves the records that match your search criteria.

List Objects

Gets the list of available records from a module.

Create Object

Create a new object/module entry.

Update Object

Updates existing entities in the module.

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Jotform and Zoho Crm?

The JotForm and Zoho CRM integration allows you to automatically send form submissions directly into your Zoho CRM account. This powerful connection eliminates manual data entry, ensuring your leads, contacts, and customer information are always up-to-date. Easily map form fields to CRM modules, trigger workflows, and enhance your sales pipeline efficiency with real-time data syncing.

Frequently asked questions

How do I connect JotForm with Zoho CRM?

To connect JotForm with Zoho CRM, go to your JotForm account, select the form you want to integrate, navigate to the Integrations section, and choose Zoho CRM. Authenticate your Zoho account and map your form fields to the corresponding CRM fields to complete the setup.

Can I customize which form fields are sent to Zoho CRM?

Yes, the integration allows you to map each form field to specific Zoho CRM fields, giving you full control over the data that is transferred and how it is organized within your CRM.

Will the integration update existing records in Zoho CRM?

Yes, you can configure the integration to update existing records based on unique identifiers such as email addresses, ensuring your CRM data stays accurate without creating duplicates.

Is the data transfer between JotForm and Zoho CRM secure?

Absolutely. Data transferred between JotForm and Zoho CRM is encrypted and follows industry-standard security protocols to protect your sensitive information.

Do I need coding skills to set up this integration?

No coding skills are required. The integration is designed to be user-friendly with a simple setup process through JotForm’s integration interface.

Jotform and Zoho Crm Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Jotform and Zoho Crm?

Frequently asked questions

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