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Jotform + LionDesk

Add Jotform respondents as contacts on LionDesk

You've got new leads thanks to a form on your website. But to nurture these leads, you need to first add them to your Real Estate Agent CRM. This integration makes it super easy for you. Set it up and, next time someone fills out your Jotform form, we'll add them as a contact on LionDesk.

You've got new leads thanks to a form on your website. But to nurture these leads, you need to first add them to your Real Estate Agent CRM. This integration makes it super easy for you. Set it up and, next time someone fills out your Jotform form, we'll add them as a contact on LionDesk.

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerInstant
  2. automatically do this!
    LionDeskLionDesk
    Create Contact

    Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.

    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
  • LionDesk triggers, actions, and search

    New Contact

    Triggers when a new contact is added to your LionDesk account.

    Trigger
    Scheduled
    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
    • LionDesk idRequired

    • Comment descriptionRequired

    Action
    Write
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

Related categories

  • Forms & Surveys

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About LionDesk

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.

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