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.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    AutotaskAutotask
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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Related categories

  • CRM (Customer Relationship Management)

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jotform logo
jotform logo

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.
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Related categories

  • Forms & Surveys

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