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Centerpoint Connect + Jotform

Create new Centerpoint Connect leads from new Jotform submissions

Every time there's a new submission in Jotform, this workflow ensures you won't miss any opportunity by creating a lead in Centerpoint Connect. This simplified process enhances your lead management strategy, driving potential boosts in sales through prompt responses. Take advantage of this efficient method for capturing and responding to leads.

Every time there's a new submission in Jotform, this workflow ensures you won't miss any opportunity by creating a lead in Centerpoint Connect. This simplified process enhances your lead management strategy, driving potential boosts in sales through prompt responses. Take advantage of this efficient method for capturing and responding to leads.

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerInstant
  2. automatically do this!
    Centerpoint ConnectCenterpoint Connect
    Create Lead

    Creates a sales lead in Centerpoint

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
  • Centerpoint Connect triggers, actions, and search

    Opportunity Created or Updated

    Triggers when an opportunity is updated or created.

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Centerpoint Connect triggers, actions, and search

    Production Ticket Created or Updated

    Triggers when a production ticket is updated or created.

    Trigger
    Scheduled
    Try It
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centerpoint-connect logo

About Centerpoint Connect

Centerpoint Connect is a construction-based solution designed specifically for roofing companies, offering all the digital tools Roofers need.

Related categories

  • CRM (Customer Relationship Management)
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.
Learn moreHelp

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