Jotform Enterprise + LeadConnector
Add new Jotform Enterprise submissions to LeadConnector as updated opportunities
When a new submission is received in Jotform Enterprise, ensure that information goes where it needs to with this workflow. It will channel those details directly into LeadConnector, creating or updating a Sales Opportunity. That way, you can maximize your efficiency and never miss an opportunity for business growth. Capture and manage leads from Jotform Enterprise effortlessly with this streamlined connection.
When a new submission is received in Jotform Enterprise, ensure that information goes where it needs to with this workflow. It will channel those details directly into LeadConnector, creating or updating a Sales Opportunity. That way, you can maximize your efficiency and never miss an opportunity for business growth. Capture and manage leads from Jotform Enterprise effortlessly with this streamlined connection.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Team WorkspaceRequired
FormRequired
Try ItTeam WorkspaceRequired
Select a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Team WorkspaceRequired
Select a formRequired
Assignee emailRequired
Invitation Message
Assignee Permission
Team WorkspaceRequired
Select a formRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
