Jotform + LeadConnector
Update and assign pre-filled forms in Jotform when pipeline stages change in LeadConnector
Keep your sales efforts efficient and productive with this workflow. When a lead's stage changes in LeadConnector, a prefilled form is instantly assigned in Jotform. This not only ensures you instantly get the necessary information to move forward but also streamlines your interactions with potential customers. Stay on top of your pipeline stages and enhance your related tasks effortlessly.
Keep your sales efforts efficient and productive with this workflow. When a lead's stage changes in LeadConnector, a prefilled form is instantly assigned in Jotform. This not only ensures you instantly get the necessary information to move forward but also streamlines your interactions with potential customers. Stay on top of your pipeline stages and enhance your related tasks effortlessly.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Assign Prefilled Form
Invite assignees to complete your pre-populated form
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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
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
FormRequired
Try It
