Vtiger CRM + Jotform Integration

Integrate Jotform to Vtiger CRM in one click, or tell Integrately AI how you want each submission handled. Capture responses, create contacts, update accounts, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Vtiger CRM
    Lead is created or updated in Vtiger CRM
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM
  • Vtiger CRM
    To Do is created/updated in Vtiger CRM
  • Vtiger CRM
    Account is created/updated in Vtiger CRM
  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM
  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM
  • Vtiger CRM
    Case is created/updated in Vtiger CRM
  • Vtiger CRM
    Service is created/updated in Vtiger CRM
  • Vtiger CRM
    Event is created/updated in Vtiger CRM
  • Vtiger CRM
    Product is created/updated in Vtiger CRM
  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM
  • Vtiger CRM
    Quote is created/updated in Vtiger CRM
  • Vtiger CRM
    Sales Order is created/updated in Vtiger CRM
  • Vtiger CRM
    PurchaseOrder is created/updated in Vtiger CRM
  • Jotform
    Form is submitted in Jotform
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2.
  • Vtiger CRM
    Update account in Vtiger CRM
  • Vtiger CRM
    Search account in Vtiger CRM
  • Vtiger CRM
    Update opportunity in Vtiger CRM
  • Vtiger CRM
    Search opportunity in Vtiger CRM
  • Vtiger CRM
    Update contact in Vtiger CRM
  • Vtiger CRM
    Create contact in Vtiger CRM
  • Vtiger CRM
    Search contact by phone in Vtiger CRM
  • Vtiger CRM
    Create todo in Vtiger CRM
  • Vtiger CRM
    Create account in Vtiger CRM
  • Vtiger CRM
    Create product in Vtiger CRM
  • Vtiger CRM
    Create opportunity in Vtiger CRM
  • Vtiger CRM
    Search contact by email in Vtiger CRM
  • Vtiger CRM
    Create case in Vtiger CRM
  • Vtiger CRM
    Create service in Vtiger CRM
  • Vtiger CRM
    Create module record in Vtiger CRM
  • Vtiger CRM
    Create event in Vtiger CRM
  • Vtiger CRM
    Create ticket in Vtiger CRM
  • Jotform
    Get form submission by ID in Jotform
  • Jotform
    Create form submission in Jotform

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Ready Workflows Ready Workflows for Jotform + Vtiger CRM Integration

Capture submissions, create contacts, update accounts, log support tickets, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Jotform + Vtiger CRM Integration

Create Vtiger CRM contact for new Jotform form submission

When someone completes your Jotform, a new contact is automatically created in your Vtiger CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Jotform is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Jotform - Vtiger CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Jotform + Vtiger CRM Integration

Create Vtiger CRM to do for new Jotform form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Vtiger CRM to dos for new Jotform form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Vtiger CRM to do for new Jotform form submission received today - your customers will thank you for it!
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Connect more apps to your Jotform + Vtiger CRM flow

Send follow-up emails, update mailing lists, log deals, and alert your team after your core CRM sync finishes. Pick a combination and activate it in one click.

Vtiger CRM
Jotform
+
GmailGmail (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
J
V
G
Create a Vtiger CRM contact for every Jotform submission, and send a welcome email in Gmail.
New Jotform submissions instantly create contacts in Vtiger CRM while sending a personalised welcome email via Gmail.
J
V
G
When a Jotform form is submitted, create a Vtiger CRM support ticket and notify your support team via Gmail.
Support inquiries from Jotform generate Vtiger CRM tickets and alert your team in Gmail immediately.
J
V
G
If a Jotform submission includes a budget, create a Vtiger CRM opportunity and email the sales manager in Gmail.
High-value Jotform entries create Vtiger CRM opportunities and notify managers via Gmail.
V
G
V
When a Vtiger CRM contact is updated, send a follow-up confirmation email through Gmail and log the event.
Updated Vtiger CRM contact records trigger automated follow-up emails in Gmail for clear client communication.

Supported triggers and actions for Vtiger CRM and Jotform

Mix and match to build the exact automation you need

Vtiger CRM
Vtiger CRM Triggers & Actions
Lead is created or updated in Vtiger CRM
Triggers the automation when a new lead is created or an existing lead is updated
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Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
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To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
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Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
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Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
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Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
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Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
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Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
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Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
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Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
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Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
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Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
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Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
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PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
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Update account in Vtiger CRM
Updates an existing account
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Search account in Vtiger CRM
Searches for an account
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Update opportunity in Vtiger CRM
Updates an existing opportunity
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Search opportunity in Vtiger CRM
Searches for an opportunity
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Update contact in Vtiger CRM
Updates an existing contact
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Create contact in Vtiger CRM
Adds a new contact to the database
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Search contact by phone in Vtiger CRM
Finds information about a contact using the phone number
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Create todo in Vtiger CRM
Creates a new to-do item
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Create account in Vtiger CRM
Generates a new account
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Create product in Vtiger CRM
Generates and launch new products
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Create opportunity in Vtiger CRM
Creates a new instance of the support system
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Search contact by email in Vtiger CRM
Finds and retrieves contact information using their email address
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Create case in Vtiger CRM
Generates a new case entry
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Create service in Vtiger CRM
Creates a new service entry
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Create module record in Vtiger CRM
Creates a new record in a module
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Create event in Vtiger CRM
Adds a new contact to the contact list
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Create ticket in Vtiger CRM
Generates a new ticket
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Jotform
Jotform Triggers & Actions
Form is submitted in Jotform
Triggers the automation when a form is filled
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Get form submission by ID in Jotform
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Create form submission in Jotform
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What can you automate with Jotform + Vtiger CRM?

Streamline your workflows by connecting form submissions directly to CRM contacts, accounts, and tasks automatically.

What you can automate?
📝
Sync every form submission into your CRM
Turn every Jotform submission into a new contact or lead in Vtiger CRM the moment it is submitted. Eliminate manual data entry and ensure no prospect slips through the cracks.
🗂️
Capture every submitted form field
Map all custom form questions and answers into specific Vtiger CRM contact or account fields instead of just basic names. Your CRM records become much more detailed.
🔔
Alert your team instantly on new inquiries
Notify your sales or support team the exact second a high-priority form submission arrives. Ensure rapid response times and better customer engagement.
🔀
Route submissions based on form answers
Send enterprise leads to senior sales reps and standard inquiries to support queues based on specific form selections. Direct work to the right person automatically.
🔄
Keep CRM records updated as changes happen
Automatically update existing Vtiger CRM contacts and accounts whenever repeat submitters update their information through your forms.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Vtiger CRM before creating a new record. Update existing profiles cleanly and keep your database free of duplicate entries.
💳
Handle payment and invoice workflows
Trigger Vtiger CRM invoice creation and account updates whenever a paid form submission or subscription checkout completes successfully in Jotform.
🔌
Extend your workflow to other business tools
Connect your Jotform and Vtiger CRM flow with apps like Slack, Gmail, or Google Drive to send notifications, email customers, or back up files.
And much more...

Who is Jotform + Vtiger CRM integration for?

Sales teams, marketing professionals, and support managers using Jotform and Vtiger CRM eliminate manual data entry, keeping their pipelines updated and customer records accurate without extra effort.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Customer support agents
Customer support agents
Data administrators
Data administrators
📈
Performance marketers
You're running campaigns and collecting leads through online forms, but your CRM contacts only update when someone manually exports submissions, so your conversion tracking is always outdated — this integration means every new submission populates Vtiger CRM instantly and your campaign data stays current.
Sales representatives
You need to reach out to inbound prospects immediately, but form responses sit unread in your inbox until someone enters them by hand, causing delays in your outreach — automating both apps means every lead lands in Vtiger CRM the second it arrives so you can follow up first.
🤝
Account managers
You answer to clients who expect their onboarding details to appear in their accounts right away, but juggling manual entries leads to missing information — connecting these apps means every form submission updates Vtiger CRM accounts accurately and keeps clients satisfied.
📋
Operations teams
The volume of inbound form submissions is too high for anyone to keep up with by hand, resulting in a backlog of unassigned records — automating both apps means every submission creates contacts and tasks in Vtiger CRM without manual overhead.
🎯
Customer support agents
You own ticket resolution and depend on someone upstream to hand over customer inquiries from support forms, but details often get lost in transit — this integration means every support submission generates a Vtiger CRM ticket immediately.
🗂️
Data administrators
You need a reliable customer history in your CRM and keep finding gaps caused by skipped manual data entry steps — automating both apps means every form submission is logged cleanly in Vtiger CRM with zero missing records.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Vtiger CRM + Jotform

Build and manage your Vtiger CRM + Jotform automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Vtiger CRM + Jotform with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Jotform to Vtiger CRM?
Frequently Asked Questions
You can connect Jotform to Vtiger CRM in 1 click using ready templates on Integrately, or use Integrately AI to configure your exact workflow alongside tools like Gmail, Slack, and Google Drive.
Can I automatically create Vtiger CRM contacts when a Jotform form is submitted?
Frequently Asked Questions
Can I connect Jotform, Vtiger CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jotform and Vtiger CRM?
Frequently Asked Questions
How does Jotform handle data mapping for Vtiger CRM fields?
Frequently Asked Questions
Can I update existing Vtiger CRM records from Jotform submissions?
Frequently Asked Questions
Do I need coding skills to automate Jotform and Vtiger CRM?
Frequently Asked Questions
Is the Jotform and Vtiger CRM integration free?
Frequently Asked Questions
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