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How to integrate JetFormBuilder with Zoho CRM only 2 easy Steps

December 6, 2023
Estimated reading: < 1 minute
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Hey, are you looking for a WordPress automation plugin that integrates JetFormBuilders with Zoho CRM? Then you are in the right place. In this article, I'm going to show you how to integrate JetFormBuilder and Zoho CRM using Bit Integrations.

You can automate in 2 minutes without writing a single line of code.


How to install Bit Integrations from the WordPress plugin directory:

First of all, please go to WordPress admin > Plugins > Add new > Search “Bit Integrations” and install it.


How to Connect JetFormBuilder in Integration flow:

First Step of Integration: Select JetFormBuilder as a trigger to integrate & follow the below steps.

  1. Go to the Bit Integrations dashboard and click on the “Create Integration” button.
  2. Select “JetFormBuilder” as a trigger and select “Select a Form/Task Name” from the dropdown.

Note: for more info, please check the JetFormBuilder doc.


How to Connect Zoho CRM in Automation Flow:

Second Step of Integration: Select Zoho CRM integration as an action & follow the below steps.

  1. Select “Zoho CRM” as an action and authorize Zoho CRM.
  2. Map JetFormBuilder fields with Zoho CRM fields and save the automation.

It’s so simple and easy, isn’t it? With Bit Integrations you can connect 200+ platforms with WordPress, check the available integrations list here Link. You can create unlimited automation and integration workflow with Bit Integrations. Now, you can automate repetitive  tasks and save time, money, and resources.

Integrating JetFormBuilder with Zoho CRM | Step-by-Step Tutorial | Bit Integrations

More use cases of JetFormBuilder Integration


More use cases of Zoho CRM Integration

 

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