Jotform Enterprise + Leap CRM
Create new leads in Leap CRM from new submissions in Jotform Enterprise
Streamline your lead management process with this simple yet effective workflow. When a new form submission is made in JotForm Enterprise, a lead is instantly created in Leap CRM. This seamless integration negates the need for manual data transfer, saving valuable time and reducing errors. Thus, your team can focus on nurturing leads rather than struggling with data entry tasks.
Streamline your lead management process with this simple yet effective workflow. When a new form submission is made in JotForm Enterprise, a lead is instantly created in Leap CRM. This seamless integration negates the need for manual data transfer, saving valuable time and reducing errors. Thus, your team can focus on nurturing leads rather than struggling with data entry tasks.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Lead
Creates a Lead on the APP
- Free forever for core features
- 14 day trial for premium features & apps
Team WorkspaceRequired
FormRequired
Try ItTeam WorkspaceRequired
Select a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Team WorkspaceRequired
Select a formRequired
Assignee emailRequired
Invitation Message
Assignee Permission
Team WorkspaceRequired
Select a formRequired
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
