Zoho CRM + Jotform Integration

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Popular Zoho CRM + Jotform Workflows

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Jotform + Gemini AI + Zoho CRM Integration

Use AI to Create module entry in Zoho CRM for Jotform submissions

Use this automation to create additional insights or summaries of the Jotform responses using Gemini AI. Storing all this information in Zoho CRM makes it easier for you to analyze all the data in one place.

Here's how it works:
 1. Jotform: 1. Whenever a form is submitted, the automation will be triggered.
 2. Gemini AI: To generate better output, you can instruct Gemini AI about what you want it to do. It could be to extract key information, summarize responses, or provide additional insights based on the data incoming from the form. So you must pass the data from Jotform as well.
 3. Zoho CRM: The content generated by AI in the previous step will be used to Create module entry.

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Jotform + OpenAI (GPT-3 & DALL·E) + Zoho CRM Integration

Use AI to moderate Jotform submissions and Update module entry in Zoho CRM

This automation allows you to automate the moderation process for Jotform submissions and update relevant records in your Zoho CRM based on the moderation analysis.

Here's how it works:
 1. Jotform: Whenever a Form is submitted, the automation will be triggered.
 2. OpenAI (GPT-3 & DALL·E): You can use AI to analyze the form submission content and check for any moderation issues such as inappropriate language or sensitive information, or policy violations. Pass the Jotform data to AI for moderation checks.
 3. Zoho CRM: Based on the moderation analysis from AI, the record in your Zoho CRM corresponding to the email address incoming from Jotform will be updated accordingly.

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Jotform + OpenAI (GPT-3 & DALL·E) + Zoho CRM Integration

Use AI to moderate Jotform submissions and Create or Update Module Entry in Zoho CRM

This automation allows you to automate the moderation process for Jotform submissions and update relevant records in your Zoho CRM based on the moderation analysis.

Here's how it works:
 1. Jotform: Whenever a Form is submitted, the automation will be triggered.
 2. OpenAI (GPT-3 & DALL·E): You can use AI to analyze the form submission content and check for any moderation issues such as inappropriate language or sensitive information, or policy violations. Pass the Jotform data to AI for moderation checks.
 3. Zoho CRM: Based on the moderation analysis from AI, the record in your Zoho CRM corresponding to the email address incoming from Jotform will be updated accordingly.

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Jotform + Straico + Zoho CRM Integration

Use AI to Create module entry in Zoho CRM for Jotform submissions

Use this automation to create additional insights or summaries of the Jotform responses using Straico. Storing all this information in Zoho CRM makes it easier for you to analyze all the data in one place.

Here's how it works:
 1. Jotform: 1. Whenever a form is submitted, the automation will be triggered.
 2. Straico: To generate better output, you can instruct Straico about what you want it to do. It could be to extract key information, summarize responses, or provide additional insights based on the data incoming from the form. So you must pass the data from Jotform as well.
 3. Zoho CRM: The content generated by AI in the previous step will be used to Create module entry.

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Zoho CRM + Jotform Integration
1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • Jotform
    Form is submitted in Jotform
2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
  • Jotform
    Get form submission by ID in Jotform
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