Jotform integration with CRM in Cloud
How to Create or update CRM in Cloud leads from new Jotform submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create or update CRM in Cloud leads from new Jotform submissions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CRM in Cloud integrations
CRM in Cloud actions
Nekton can use any feature that is available in CRM in Cloud API.
Using our advanced AI, you can easily create custom automations for CRM in Cloud.
Here are some typical actions you can do in your automated workflows.
Create or Update Activity
Creates a new Activity, or update an exising one specifying its ID field value.
Create or Update Company
Creates a new Company, or update an exising one specifying its ID field value.
Create or Update Lead
Creates a new Lead, or update an exising one specifying its ID field value.
Create or Update Quote
Creates a new Quote, or update an exising one specifying its ID field value.
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Find Company
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About CRM in Cloud
CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.