Jotform + Nutshell

Create Nutshell leads from new Jotform submissions for seamless lead management

Effortlessly streamline your lead generation process with this JotForm and Nutshell integration. When a new submission is received in JotForm, a lead will be created in Nutshell, ensuring you stay on top of new prospects without manual data entry. Enhance your workflow and keep your sales team updated about potential leads in real-time.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Lead
Creates a new Lead.
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
Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It

New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Postal Code
- Country
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write

- Lead Name
- Products
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Existing personRequired
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Territory
- Street address
- City
- Postal Code
- State
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Company nameRequired
Action
Search
- Email AddressRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- City
- Postal Code
- State
- Tags
- Territory
- Audience
- Url
- Full address
Action
Search or write

- 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
Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It
New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- NameRequired
- Email Address
- Phone
- Related company
- Street address
- City
- Postal Code
- State
- Tags
- Territory
- Audience
- Url
- Full address
Action
Write
- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- Postal Code
- State
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Postal Code
- Country
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email AddressRequired
- Lead Name
- Products
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or 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.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Close

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Jotform + Nutshell

Create Nutshell leads from new Jotform submissions for seamless lead management

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

Lead Won

New Company

New Person

Create Company

NameRequired

Email

Phone

Related person

Url

Street address

City

State

Postal Code

Country

Company Type

Tags

Territory

Industry

Full address

Create Lead

Lead Name

Products

Market

Pipeline

Assignee

Related company

Related person

Sources

Tags

Competitors

Note

Update Person

Existing personRequired

Name

Description

Assignee

Email Address

Phone

Url

Territory

Street address

City

Postal Code

State

Tags

Full address

Related leads

Add a note

Find Account

Company nameRequired

Find Lead

Email AddressRequired

Find or Create Person

Email AddressRequired

NameRequired

Phone

Related company

Street address

City

Postal Code

State

Tags

Territory

Audience

Url

Full address

New Signed Document