Connect Jotform and Apptivo CRM
Integrate Jotform with Apptivo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Customers from Apptivo CRM when New Submission in Jotform
List Leads from Apptivo CRM when New Submission in Jotform
List Opportunities from Apptivo CRM when New Submission in Jotform
Search Leads by Email ID in Apptivo CRM when New Submission in Jotform
List Contacts from Apptivo CRM when New Submission in Jotform
Popular Jotform + Apptivo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Jotform
When this happens...
New Submission
Choose an action
Apptivo CRM
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
List Customers from Apptivo CRM when New Submission in Jotform
Use this flowList Leads from Apptivo CRM when New Submission in Jotform
Use this flowList Opportunities from Apptivo CRM when New Submission in Jotform
Use this flowSearch Leads by Email ID in Apptivo CRM when New Submission in Jotform
Use this flowList Contacts from Apptivo CRM when New Submission in Jotform
Use this flowList Cases from Apptivo CRM when New Submission in Jotform
Use this flowCreate Contact in Apptivo when New Submission in Jotform
Use this flowSupported Triggers & Actions
Everything you can automate between Jotform and Apptivo CRM.
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.
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.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Jotform and Apptivo CRM workflows.
Learn how to automate Jotform and Apptivo CRM workflows.
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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 more
About Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Jotform and Apptivo CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Jotform and Apptivo CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Apptivo CRM. No coding required.
Yes. You can set up a workflow where Jotform triggers actions in Apptivo CRM, and a separate workflow where Apptivo CRM triggers actions in Jotform. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Jotform and Apptivo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Jotform and Apptivo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
