Connect Jotform to Redtail CRM
Automate contact creation, activity tracking, and lead capture.
Streamline your CRM management with the Jotform and Redtail CRM integration. Automatically create contacts, track activities, and capture leads seamlessly between your forms and CRM system.
Use this integration to
- Create Redtail CRM contacts from new Jotform submissions
- Create new Redtail CRM activities from new Jotform submissions
Create your first workflow with Redtail CRM
Jotform is trusted by 25+ million users
What is Jotform?
Power up your workflow with Jotform
Create online forms to collect e-signatures, payments, and more. Manage submissions with Jotform's powerful data management and automation tools.
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Get started with 10,000+ templates
Choose a free template to customize with our drag-and-drop builder. Then share or embed it with no coding required!
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Collaborate with your team
Seamlessly collaborate on submission data with your team. Add automated approval flows, notification emails, and integrations to keep your team in the loop.
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“Jotform has made my job a lot easier.”
Jotform is a fantastic tool to quickly and easily create forms for all occasions! It's easy to use, and the customer service, especially through the forum, allows you to quickly get in touch with technicians who can rapidly solve problems and answer questions. Jotform has made my job a lot easier.
François Laplante-Lévesque,
Research advisor (University)