Altitude CRM + Jotform

Altitude CRM + Jotform integrations

Create Altitude CRM contacts from new Jotform submissions

Form submissions are often the first step in a new client relationship, but only if they make it into your CRM. This Zap automatically creates a new contact in Altitude CRM whenever a new submission is received in Jotform, so every inquiry is captured right away. Cut out manual entry, stay organized, and follow up while interest is still fresh.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Jotform and Altitude CRM

Discover other triggers and actions you can use with Jotform and Altitude CRM

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write
Contact Created or Updated
Triggers when a contact is created or updated.
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It

- Email
  Required
- First Name
- Last Name
- Dear (Salutation)
- Phone
- Status
- Street Address
- Street Address 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Tags
- Household Name
Action
Write
- Contact
  Required
- First Name
- Last Name
- Email
- Phone
- Status
- Street Address
- Street Address 2
- City
- State/Province
- ZIP/Postal Code
- Country
Action
Write

- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- List
  Required
Trigger
Instant
Try It
- Contact
  Required
- List
  Required
Action
Write
- Contact
  Required
- List
  Required
Action
Write
- Email Address
  Required
Action
Search

About Altitude CRM

Altitude CRM is an AI-native CRM for financial advisors that combines client data, workflows, and intelligent guidance to help teams act with clarity.

HelpHelp

Related categories

Beta

CRM (Customer Relationship Management)

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys