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Copilot CRM + Jotform

Create new Jotform submissions from new Copilot CRM customers

Whenever a new customer is added in Copilot CRM, this integration instantly creates the corresponding submission in Jotform. This seamless link between Copilot CRM and Jotform simplifies your onboarding process, reducing time consumption and manual data entry. Use this integration for a smooth and efficiently managed transfer of new customer data across platforms.

Whenever a new customer is added in Copilot CRM, this integration instantly creates the corresponding submission in Jotform. This seamless link between Copilot CRM and Jotform simplifies your onboarding process, reducing time consumption and manual data entry. Use this integration for a smooth and efficiently managed transfer of new customer data across platforms.

  1. When this happens...
    Copilot CRMCopilot CRM
    New Customer

    Triggers when a new customer is added.

    TriggerPolling
  2. automatically do this!
    JotformJotform
    Create Submission

    Generate a new submission for your form

    ActionWrite
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Supported triggers and actions

copilot-crm logo
copilot-crm logo

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

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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.

Related categories