Autotask + Jotform
Create Autotask contacts from new Jotform submissions
Effortlessly streamline your lead management process with this workflow that connects Jotform and Autotask. When a new submission is received in Jotform, a contact is instantly created in Autotask, saving you time and ensuring all your leads are efficiently organized in your CRM. Keep your sales team focused on closing deals while this automation takes care of the routine data entry tasks.
Effortlessly streamline your lead management process with this workflow that connects Jotform and Autotask. When a new submission is received in Jotform, a contact is instantly created in Autotask, saving you time and ensuring all your leads are efficiently organized in your CRM. Keep your sales team focused on closing deals while this automation takes care of the routine data entry tasks.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Contact
Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
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