EspoCRM + Jotform

EspoCRM + Jotform integrations

Create leads in EspoCRM from new submissions in Jotform

Easily streamline your customer management process with this efficient workflow. As soon as a new submission comes in on Jotform, a fresh lead is instantly created in your EspoCRM for seamless tracking and follow-up. This simple automation saves you time on manual data entry and ensures no prospect slips through the cracks. Enhance your productivity and never miss an opportunity with this Jotform to EspoCRM workflow.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create LeadCreates a Lead in EspoCRM.
ActionWrite

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More things you can do with Jotform and EspoCRM

Discover other triggers and actions you can use with Jotform and EspoCRM

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Account Name
- Email Address
- Phone Number
- Status
- Source
- Assigned User ID
- Description
- Title
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
- Website
- Opportunity Amount
Action
Write

- Lead Capture API Key
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
- Phone Number
- Description
- Account Name
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
- Title
- Website
- Opportunity Amount
Action
Write
- Text Filter
  Required
- Primary Filter
Action
Search

- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Updated Lead Status
Triggers when a Lead Status is updated.
Trigger
Instant
Try It
- ID
  Required
Action
Write
- ID
  Required
- Status
- Assigned User ID
Action
Write
- Text Filter
  Required
- Primary Filter
- First Name
- Last Name
- Account Name
- Email Address
- Phone Number
- Status
- Source
- Assigned User ID
- Description
- Title
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
- Website
- Opportunity Amount
Action
Search or write

About EspoCRM

EspoCRM is a highly customizable open source CRM software.

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Related categories

CRM (Customer Relationship Management)

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 moreLearn moreHelpHelp

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