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Clientjoy + Jotform

Create new Clientjoy leads from new Jotform submissions

Streamline your process of handling leads with this efficient workflow. When Jotform records a new submission, a corresponding lead is set up in Clientjoy. This reduces the hassle of manual data transfer and positions you to handle prospects in a timely way, aiding customer engagement and driving business growth.

Streamline your process of handling leads with this efficient workflow. When Jotform records a new submission, a corresponding lead is set up in Clientjoy. This reduces the hassle of manual data transfer and positions you to handle prospects in a timely way, aiding customer engagement and driving business growth.

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerInstant
  2. automatically do this!
    ClientjoyClientjoy
    Create Lead

    Create a new Lead in your Clientjoy's Sales Pipeline.

    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
    • WorkspaceRequired

    Trigger
    Instant
    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
    • WorkspaceRequired

    Trigger
    Instant
    Try It
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About Clientjoy

Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.
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Related categories

  • CRM (Customer Relationship Management)

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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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