Connect Jotform and simple-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Submission
Choose an Action
Automatically do this!
- Request a new Action for simple-crm
Enable Integrations or automations with these events of Jotform and simple-crm
Enable Integrations or automations with these events of Jotform and simple-crm
Triggers
New Submission
Triggers when a new submission has been added to a specific form.
Actions
List a Form File
Lists an existing form file.
Delete User Report
Delete an existing user report.
Delete Submission Data
Delete a single existing submission.
Delete Form
Delete an existing form.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Step by step guides to integrate Jotform and simple-crm
Frequently Asked Questions
To start, connect both your Jotform and simple-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Jotform triggers actions in simple-crm (or vice versa).
Absolutely. You can customize how Jotform data is recorded in simple-crm. This includes choosing which data fields go into which fields of simple-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Jotform and simple-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 simple-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 simple-crm
Simple CRM is a team collaboration tool to unite company data in one place
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