Connect Jotform and ATZ CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Submission
Choose an Action
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Ready to use Jotform and ATZ CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission
Runs when a new submission is added to a specific form.
Add contact
Add a new contact to ATZ CRM.
Add candidate
Create a candidate profile in ATZ CRM for tracking and follow-up.
Update Candidate
Update a candidate's details in ATZ CRM.
Delete candidate
Remove a candidate record from ATZ CRM.
Contact Deleted
Triggered when a contact is deleted from ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Jotform integrations.
Create Form
Create a new form to collect responses.
List Forms
List all your Jotform forms with each form's ID, title, status, date of last submission, and form link.
Create Submission
Create a Jotform submission from provided responses and return the submission ID and URL.
List Form Questions
Lists all questions from a Jotform form using its form ID.
Add Question
Adds a new question to a form.
Create Candidate
Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.
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Step by step guides to integrate Jotform and ATZ CRM
Frequently Asked Questions
To start, connect both your Jotform and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Jotform triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Jotform data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Jotform and ATZ CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Jotform and ATZ CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Jotform
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
Learn MoreAbout ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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