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FieldPulse + Jotform

Create new FieldPulse leads from Jotform submissions

Easily capture new leads from Jotform submissions and add them to FieldPulse with this efficient workflow. When a new form submission is received in Jotform, this automation will create a lead in FieldPulse, ensuring you never miss an opportunity. Save time and stay organized by incorporating this seamless process into your sales pipeline.

Easily capture new leads from Jotform submissions and add them to FieldPulse with this efficient workflow. When a new form submission is received in Jotform, this automation will create a lead in FieldPulse, ensuring you never miss an opportunity. Save time and stay organized by incorporating this seamless process into your sales pipeline.

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerInstant
  2. automatically do this!
    FieldPulseFieldPulse
    Create Lead

    Creates a new lead.

    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
  • FieldPulse triggers, actions, and search

    New Customer

    Trigger when a new customer is added.

    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
    • Customer Id

    • FileRequired

    • FilenameRequired

    Action
    Write
fieldpulse logo
fieldpulse logo

About FieldPulse

FieldPulse is service business and contractor software that serves as the hub for managing your business in the office and on the go.

Related categories

  • Project 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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