Connect Jotform and Kylas CRM to Build Intelligent Automations
Ready to use Jotform and Kylas CRM automations
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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.
New Lead
Triggers when a new lead is created in Kylas CRM.
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
Do thisActions
Action is the task that follows automatically within your Jotform integrations.
Get Submission Data
Get an existing submission data.
Delete User Report
Delete an existing user report.
Delete Submission Data
Delete a single existing submission.
Delete Form
Delete an existing form.
Get form Submission
Retrieve submissions for the selected Jotform form. Optionally limit how many submissions are returned.
Create Form
Create a new form to collect responses.
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Step by step guides to integrate Jotform and Kylas CRM
Frequently Asked Questions
To start, connect both your Jotform and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Jotform triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Jotform data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Jotform and Kylas 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 Kylas 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 Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
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