The integration allows you to cplect information from your clients without having to bother them. The benefits of integration of JotForm and Zoho CRM are numerous. Benefits of Integration of JotForm and Zoho CRM This allows you to get more information about your customers without having to bother them.

Once the form is complete, you can export the data into Google Sheets or Microsoft Excel or CSV file, depending on your needs which you can then import into Zoho CRM. Instead of cplecting the information in the form itself, you can direct them to an integrated page where they can also fill in their details. Let’s say you have a form on your website for cplecting information from your visitors. This proves very useful in the case of JotForm. They have made it very easy to transfer data from one platform to another. Integration of JotForm and Zoho CRMĪnyone who has used any of Zoho’s products would know that they are integrated with each other. Zoho CRM is a CRM system that offers CRM, Finance, Human Resources, Project Management, Sales Management, Social Media Marketing, and Business Intelligence applications. It is an easy to use, full featured top for data cplection. JotForm provides a simple way to build online forms with no coding or development skills required. Repeat the same process on the other spreadsheet options.JotForm is a cloud-based web application that allows users to create, send, and organize information. Here's a sample condition, it states that if the drop down field is equal to 'Spreadsheet 1' then redirect the user to my Form 2's URL.

We will then use conditional logic to redirect the user to the specific form that has Google spreadsheet integrations on them. I have also changed the text on the submit button to 'Next', giving it a continuation effect.įorm 2, Form 3, Form 4 and Form 5 will have their own Google spreadsheet integration, which means you now have 4 different spreadsheets.Ģ. The form is submitted in Form 1 BUT we will redirect the user on a specific form based from their answer on the drop down list. This means you cannot create an integration in 1 form on 4 different spreadsheet, or 4 sheets on one spreadsheet.įorm 1 - first form where a field will be used to identify to what spreadsheet we want to transfer the data. The Google Spreadsheet integration creates a new spreadsheet giving a one way integration between Jotform and the generated spreadsheet. Unfortunately, I believe this is not possible.

Connect jotform to google sheets