Did you know that JotForm natively integrates with Platformly? This integration has been available for a little while now, but we recently worked with the JotForm team to make some improvements to it.

Today we're proud to announce that Platformly is now listed in JotForm's app directory!

What's JotForm?

JotForm is a powerful yet easy-to-use online app that allows you to quickly create custom online forms. Their intuitive, drag-and-drop user interface makes it super easy to build forms, without any technical knowledge required on your part.

How does this integration do?

This integration allows you to collect lead information through JotForm and have it instantly sent to your Platformly account.

You will also be able to:

  • Add contacts to a segment
  • Remove contacts from a segment
  • Add a tag to a contact
  • Remove a tag from a contact
  • Add a custom field to a contact

This means you can segment your visitors and users based on questions they answer, about their current situation for example. Doing this will then help you increase conversion and improve customer satisfaction.

What's new?

As mentioned in our Winter update, we added a new option, which allows you to add new contacts to Platformly, if they don't already exist in your CRM:

JotForm's Integration With Platformly (2020 Edition)
Imagine you create a survey using JotForm… You can now connect your JotForm survey in Platformly, so everyone who fills out the survey is added to your CRM (including their data) using the connection you created.

We also made some improvements to the user interface of this integration.

How to integrate JotForm with Platformly

Here is how you can integrate JotForm with Platformly…

You can learn more about this powerful integration on JotForm's blog…

Note: If you have if you have a complex form and fields, you will need to use webhooks, to be able to match JotForm complex fields to PLY custom fields.

You can find out more about JotForm webhook setup here and  how to set it up from Platformly here.

Click here to log in and try this integration.

Not a member yet? Sign up now… If you have questions, suggestions of feedback, feel free to leave a comment below. We would love to hear from you!

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About Author

Chief Operating Officer of Platformly, a platform made for busy online business owners focused on growth: Business Dashboards, Link Tracking, CRM, Lead Capture, Messaging, Marketing Automation, Reporting... Hobbies include traveling, fishing and basketball. I would love to hear from you so don't hesitate to leave a comment below!


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