How to Integrate Jotform with Zoho CRM

Jotform makes it easy to send your form submissions straight to your Zoho CRM account. Whether you’re collecting leads, contacts, or deals, this integration helps you stay organized and follow up faster—all without copying data by hand.

Whether you’re creating a new form or updating an existing one, you can integrate your form with Zoho CRM in a few easy steps. Here’s how to do it:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
2. In the menu on the left side of the page, click on the Integrations tab.
3. Then, search for Zoho CRM, and click on it.

4. Next, click on Authenticate and log in to your Zoho CRM account.

If you’ve logged in before, just pick your Zoho CRM account from the dropdown. To use a different one, click on Use another account.

5. Once connected, configure these things:
   • Select a Zoho CRM module — Choose where you want to send your data (like Leads or Contacts).
   • Select a Zoho CRM layout — Pick the layout you want to use.
   • Match your fields — Connect your form fields to the matching fields in Zoho. To add more fields, click on Add Field.

6. Then, scroll down to the bottom and continue to set up these settings:
   • Update existing record — Turn this On if you want to find and update a matching record based on the selected fields.
   • Include form fields in note — Toggle this On if you want to attach selected form fields to a note.
   • Send upload fields — Turn this On to include file uploads when sending data to Zoho CRM.
   • Trigger your workflows in Zoho CRM — Select Yes if you want your automated workflows to run when the integration is triggered.
7. Then, click on Save and you’re all set.

And that’s it! Your form is now successfully connected to Zoho CRM. After saving the integration, you’ll see the list of actions you’ve set up and the Add New Action button on the main page. Hover your mouse over an action and click on the Three Dots icon next to it on the right side to access more options:

• See Action Logs — View successful and failed runs, helpful for troubleshooting.
• Rename Action — Change the action’s title.
• Disable Action — Temporarily stop the integration from sending data.
• Delete Action — Remove the action from your form.