Jotform + MyCRM Sync

Create new MyCRM Sync leads from new Jotform submissions

Streamline your lead management process with this convenient workflow. When a new submission occurs in Jotform, it immediately generates a new lead in MyCRM Sync. This seamless integration ensures no potential client falls through the cracks, maximizing your business opportunities and enhancing customer relations. Enjoy efficient and effortless lead creation with this automation, perfect for those aiming to optimize their CRM strategy.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create a Lead
Creates a basic lead
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted.
Trigger
Instant
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Deal Status Changed
Triggers when a deal changes status.
Trigger
Instant
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- DocumentRequired
Trigger
Scheduled
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- 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
Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Contact Updated
Triggers when a new contact is updated.
Trigger
Instant
Try It
- Title
- First NameRequired
- Preferred Name
- Last NameRequired
- EmailRequired
- MobileRequired
- Date of Birth
- Gender
- Marketing Consent
- Street Address
- Suburb
- State
- Postcode
- Address Type
- Note Title
- Note Details
- UTM Source (Marketing)
- UTM Medium (Marketing)
- UTM Campaign (Marketing)
- UTM Term (Marketing)
- UTM Content (Marketing)
Action
Write

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.

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