Agile CRM and Jotform integration

Q: Why is Albato the best alternative to Zapier for integrating Agile CRM and Jotform?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Agile CRM and Jotform. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Agile CRM and Jotform, Albato is the way to go!

Albato is the go-to platform for those looking to easily integrate Agile CRM and Jotform, streamlining the way data flows between these two applications. Albato simplifies the integration process, allowing users to connect their favorite apps without needing deep technical knowledge. Its automation builder is designed to facilitate the creation of workflows through triggers—events that initiate an automation sequence—and actions, which are the tasks that follow a trigger. This approach enables users to set up custom automations tailored to their specific needs. An example of integration between Agile CRM and Jotform through Albato could be as follows: Whenever there is a 'New Submission' in Jotform (trigger), it automatically creates a new contact in Agile CRM (action). This integration ensures that every time someone fills out a form on Jotform, their details are seamlessly added to Agile CRM, facilitating immediate follow-up activities such as adding the contact to a marketing campaign or tagging them for segmentation. This connection not only saves time but also enhances the efficiency of managing new contacts and leads.

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How Albato works

With Albato, you can easily integrate Jotform with Agile CRM using an intuitive no-code builder. Whether you want to sync Jotform with Agile CRM or connect Jotform to Agile CRM, our platform makes it simple.

How to Connect Agile CRM to Jotform

Create powerful Agile CRM integration with Jotform in just a few simple steps.

STEP 1

Connect Agile CRM to Jotform

To connect Jotform to Agile CRM, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Agile CRM with Jotform with just a few clicks!

Agile CRM

Select a Trigger

STEP 2

Create workflow for Jotform and Agile CRM integration

Decide what happens when you sync Agile CRM with Jotform—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync Agile CRM with Jotform data

Select which data to transfer when you integrate Jotform with Agile CRM—customize how your apps exchange information.

Synс data

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Triggers and actions for Jotform and Agile CRM integration

In Agile CRM and Jotform integration triggers start workflows when something happens, while actions make changes in response.

Triggers 5

Create Deal (beta)

Triggers

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Update Deal (beta)

Triggers

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New Submission

Triggers

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Actions 12

Create Contact

Actions

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Create Company

Actions

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Add a Submission to the Form

Actions

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Enhance your Jotform and Agile CRM integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

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Connect Agile CRM to Jotform to link essential parts of your business

When you connect Agile CRM to Jotform, you can automate processes for any business size or industry. Here's how different companies integrate Agile CRM with Jotform using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

Never miss a lead or deal again!

Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

Jotform integration with Agile CRM

Agile CRM

With Agile CRM's flexible API and Albato's powerful integration capabilities, it's now simpler than ever to connect Agile CRM with over 600+ applications, enhancing your CRM experience with a broad array of functionalities ranging from e-commerce and email marketing to accounting and social networking. By integrating Agile CRM via Albato, you unlock the potential to automate and streamline workflows across a wide range of applications such as WooCommerce, Email, MailChimp, QuickBooks Online, Shopify, Outlook, Google Contacts, and LinkedIn. This seamless integration allows you to effortlessly automate actions like adding contacts to campaigns, scoring and tagging contacts, creating events, tasks, tickets, deals, companies, and contacts within Agile CRM. Triggers such as contact and deal updates or creations activate these actions, ensuring real-time synchronization and efficiency across your business tools.

Jotform

Unlock the full potential of Jotform through Albato by integrating it with over 600 popular applications. Jotform's flexible API allows you to connect and automate workflows between Jotform and essential tools like Microsoft Teams, Trello, QuickBooks Online, Excel, Salesforce, and MySQL. This integration empowers you to streamline data collection and management, ensuring that every new submission on Jotform triggers an automated response or action in connected applications. Whether it's updating a database, creating tasks, or generating invoices, integrating Jotform via Albato simplifies processes, enhancing productivity and efficiency.

Learn how to connect Jotform to Agile CRM

Agile CRM

4 min. read

Agile CRM: Connection Tips

Agile CRM Software is the best, easy, powerful yet affordable CRM with sales and marketing automation for SMBs.

Frequently asked questions about Agile CRM and Jotform Integration

Why is Albato the best alternative to Zapier for integrating Agile CRM and Jotform?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Agile CRM and Jotform. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Agile CRM and Jotform, Albato is the way to go!

Does Agile CRM integrate with Jotform on the free plan?

Yes, you can integrate Agile CRM with Jotform using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Jotform and Agile CRM integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Agile CRM Jotform integration at no cost.

How to connect Jotform to Agile CRM for scheduled syncs?

To sync Jotform with Agile CRM on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Agile CRM integration with Jotform seamless and tailored to your specific needs.

Does Agile CRM integrate with Jotform in real time?

Yes, Agile CRM integrates with Jotform in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Agile CRM integration with Jotform instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Agile CRM and Jotform integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Jotform integration with Agile CRM, ensuring your workflows operate according to your requirements.

How to connect Agile CRM to Jotform?

Setting up an integration between Agile CRM and Jotform on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Agile CRM and Jotform from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Agile CRM (the trigger) that will cause an action in Jotform, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Agile CRM and Jotform, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Agile CRM and Jotform, automating your workflows and saving you time.

How to connect Agile CRM to Jotform to sync historical data?

To sync Agile CRM with Jotform and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Jotform integration with Agile CRM, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Jotform to Agile CRM for two-way synchronization?

To integrate Jotform with Agile CRM for two-way synchronization, Albato uses a system of triggers and actions. You can link Agile CRM to Jotform by setting up two separate automations. The first automation sent data from Agile CRM to Jotform. For instance, when a record is created or updated in Agile CRM, the automation ensures the changes are reflected in Jotform. The second automation works in reverse, updating Agile CRM when changes occur in Jotform.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Jotform Agile CRM integration and keeps your data consistent across both platforms.

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Agile CRM and Jotform integration

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How Albato works

How to Connect Agile CRM to Jotform

Connect Agile CRM to Jotform

Create workflow for Jotform and Agile CRM integration

Sync Agile CRM with Jotform data

Integrate Agile CRM with Jotform now!

Triggers and actions for Jotform and Agile CRM integration

Create Deal (beta)

Update Deal (beta)

New Submission

Create Contact

Create Company

Add a Submission to the Form

Make your integration smarter with AI

Start with Agile CRM and Jotform integration templates!

Integrate Jotform with Agile CRM to harness the power of automation!

Connect Agile CRM to Jotform to link essential parts of your business

Never miss a lead or deal again!

Jotform integration with Agile CRM

Agile CRM

Jotform

Learn how to connect Jotform to Agile CRM

Agile CRM: Connection Tips

Automating Jotform workflows with Albato | No-code automation for your forms and surveys

Jotform: How to get API key

Frequently asked questions about Agile CRM and Jotform Integration

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