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Compass + Jotform

Create new Compass leads from new Jotform submissions

Effortlessly capture new leads with this Jotform and Compass integration. When a new submission is received in Jotform, a new lead will be created in Compass, ensuring you never miss an opportunity to connect with potential clients. Save time and streamline your lead capture process with this easy-to-use workflow.

Effortlessly capture new leads with this Jotform and Compass integration. When a new submission is received in Jotform, a new lead will be created in Compass, ensuring you never miss an opportunity to connect with potential clients. Save time and streamline your lead capture process with this easy-to-use workflow.

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerInstant
  2. automatically do this!
    CompassCompass
    Create a New Lead

    Create a new lead in your Compass CRM.

    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
    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Tags

    Action
    Write
    • 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
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About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
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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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