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    Jotform
    OkoCRM
    Forms, Surveys & Quiz

    Jotform and OkoCRM integration

    Build smart, no-code workflows with Jotform and OkoCRM using triggers, actions, and AI logic—automate any process in minutes.

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    Move your historical data in just a few clicks

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    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.

    Triggers and actions for OkoCRM and Jotform integration

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

    Triggers 3

    Jotform integration

    New Submission

    Triggers

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    Jotform integration

    New Form Submission

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    Actions 14

    Jotform integration

    Add a Submission to the Form

    Actions

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    Jotform integration

    Add a Submission to the Form (Teams)

    Actions

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    OkoCRM integration

    Delete transaction by ID

    Actions

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    OkoCRM integration

    The list of tasks in the transaction

    Actions

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    How to Connect Jotform to OkoCRM

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

    STEP 1

    Connect Jotform to OkoCRM

    Log in to Albato, select Jotform and OkoCRM, and follow the quick setup steps—no coding required. Integrate Jotform with OkoCRM with just a few clicks!

    ShopifyFacebookJotform integrationJotform integrationSlackClickup
    STEP 2

    Build a workflow for your Jotform and OkoCRM integration

    Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

    Jotform integrationArrow

    Trigger

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    OkoCRM integrationCheck

    Actions

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    STEP 3

    Map your data

    Pick the fields you want to transfer between Jotform and OkoCRM. Customize the data flow to match your process.

    Check

    Synс data

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    Synс data

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    Synс data

    Launch your integration!

    Start your FREE 7-day trial to activate the Jotform + OkoCRM integration and access all premium features.

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    How does the integration with Jotform and OkoCRM works in Albato?

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    OkoCRM integration with Jotform

    Jotform integrations

    Jotform

    Categories

    • Forms, Surveys & Quiz

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    OkoCRM integrations

    OkoCRM

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    • CRM & ERP systems

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    Learn how to connect OkoCRM to Jotform

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    Frequently asked questions about Jotform and OkoCRM Integration

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

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    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 Jotform and OkoCRM. 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 Jotform and OkoCRM, Albato is the way to go!

    Does Jotform integrate with OkoCRM on the free plan?

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    Yes, you can integrate Jotform with OkoCRM 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 OkoCRM and Jotform integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Jotform OkoCRM integration at no cost.

    How to connect OkoCRM to Jotform for scheduled syncs?

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    To sync OkoCRM with Jotform 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 Jotform integration with OkoCRM seamless and tailored to your specific needs.

    Does Jotform integrate with OkoCRM in real time?

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    Yes, Jotform integrates with OkoCRM 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 Jotform integration with OkoCRM 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 Jotform and OkoCRM 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 OkoCRM integration with Jotform, ensuring your workflows operate according to your requirements.

    How to connect Jotform to OkoCRM?

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    Setting up an integration between Jotform and OkoCRM on Albato is simple and requires no technical skills. Just follow these steps:
    1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
    2. Go to the Integrations section and select Jotform and OkoCRM from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Jotform (the trigger) that will cause an action in OkoCRM, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between Jotform and OkoCRM, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Jotform and OkoCRM, automating your workflows and saving you time.

    How to connect Jotform to OkoCRM to sync historical data?

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    To sync Jotform with OkoCRM 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 OkoCRM integration with Jotform, 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 OkoCRM to Jotform for two-way synchronization?

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    To integrate OkoCRM with Jotform for two-way synchronization, Albato uses a system of triggers and actions. You can link Jotform to OkoCRM by setting up two separate automations. The first automation sent data from Jotform to OkoCRM. For instance, when a record is created or updated in Jotform, the automation ensures the changes are reflected in OkoCRM. The second automation works in reverse, updating Jotform when changes occur in OkoCRM.
    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 OkoCRM Jotform integration and keeps your data consistent across both platforms.

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