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Zapier makes it easy to integrate Plumsail Forms with Jambo - no code necessary. See how you can get setup in minutes.
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Plumsail Forms
Plumsail Forms
1. Choose trigger event
Jambo
Jambo
2. Choose action
1. Select the event
Setup
Test
Plumsail Forms
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from Plumsail Forms.
Add your action
An action happens after the trigger—such as "Create Email Communication" in Jambo.
You’re connected!
Zapier seamlessly connects Plumsail Forms and Jambo, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Public FormRequired
Try ItTriggerInstant- Form IDRequired
- Submission IDRequired
ActionWrite- ProjectRequired
- SubjectRequired
- Summary
- Communication Notes
- Trim Communication Notes
- Date & Time
- Organizer
- Attendees
- Location
- Attachments
ActionWrite- ProjectRequired
- Update contact information when description matches
- Individual Form
- Individual Jambo Id
- Individual Title
- Individual First Name
- Individual Middle Name
- Individual Last Name
- Individual Preferred Name
- Individual Category
- Individual Email 1 - Description
- Individual Email 1 - Address
- Individual Email 1 - Is preferred?
- Individual Email 2 - Description
- Individual Email 2 - Address
- Individual Email 2 - Is preferred?
- Individual Email 3 - Description
- Individual Email 3 - Address
- Individual Email 3 - Is preferred?
- Individual Phone 1 - Description
- Individual Phone 1 - Number
- Individual Phone 1 - Is preferred?
- Individual Phone 2 - Description
- Individual Phone 2 - Number
- Individual Phone 2 - Is preferred?
- Individual Phone 3 - Description
- Individual Phone 3 - Number
- Individual Phone 3 - Is preferred?
- Individual Address 1 - Description
- Individual Address 1 - Street 1
- Individual Address 1 - Street 2
- Individual Address 1 - City
- Individual Address 1 - Province/State
- Individual Address 1 - Postal/Zip code
- Individual Address 1 - Country
- Individual Address 1 - Is preferred?
- Individual Address 2 - Description
- Individual Address 2 - Street 1
- Individual Address 2 - Street 2
- Individual Address 2 - City
- Individual Address 2 - Province/State
- Individual Address 2 - Postal/Zip code
- Individual Address 2 - Country
- individual_address_2_is_preferred
- Individual Address 3 - Description
- Individual Address 3 - Street 1
- Individual Address 3 - Street 2
- Individual Address 3 - City
- Individual Address 3 - Province/State
- Individual Address 3 - Postal/Zip code
- Individual Address 3 - Country
- Individual Address 3 - Is preferred?
- Individual Notes
- Individual Internal Notes
- Individual Tags
- Individual Attachments
- Individual Social Media
- Individual Permission to Contact
- Organization Form
- Organization Jambo Id
- Organization Name
- Organization Category
- Organization Email 1 - Description
- Organization Email 1 - Address
- Organization Email 1 - Is preferred?
- Organization Email 2 - Description
- Organization Email 2 - Address
- Organization Email 2 - Is preferred?
- Organization Email 3 - Description
- Organization Email 3 - Address
- Organization Email 3 - Is preferred?
- Organization Phone 1 - Description
- Organization Phone 1 - Number
- Organization Phone 1 - Is preferred?
- Organization Phone 2 - Description
- Organization Phone 2 - Number
- Organization Phone 2 - Is preferred?
- Organization Phone 3 - Description
- Organization Phone 3 - Number
- Organization Phone 3 - Is preferred?
- Organization Address 1 - Description
- Organization Address 1 - Street 1
- Organization Address 1 - Street 2
- Organization Address 1 - City
- Organization Address 1 - Province/State
- Organization Address 1 - Postal/Zip code
- Organization Address 1 - Is preferred?
- Organization Address 2 - Description
- Organization Address 2 - Street 1
- Organization Address 2 - Street 2
- Organization Address 2 - City
- Organization Address 2 - Province/State
- Organization Address 2 - Postal/Zip code
- Organization Address 2 - Is preferred?
- Organization Address 3 - Description
- Organization Address 3 - Street 1
- Organization Address 3 - Street 2
- Organization Address 3 - City
- Organization Address 3 - Province/State
- Organization Address 3 - Postal/Zip code
- Organization Address 3 - Is preferred?
- Organization Notes
- Organization Internal notes
- Organization Tags
- Organization Attachments
- Organization Social Media
- Organization Permission to contact
- Association Form
- Position at associated organization
- Email at associated organization - Description
- Email at associated organization - Email Address
- Email at associated organization - Is preferred?
- Phone at associated organization - Description
- Phone at associated organization - Phone Number
- Phone at associated organization - Is preferred?
ActionWrite
- File URLRequired
ActionWrite- ProjectRequired
- SubjectRequired
- Summary
- Communication Notes
- Trim Communication Notes
- Date & Time
- From
- To
- CC
- Attachments
ActionWrite- ProjectRequired
- SubjectRequired
- Communication MethodRequired
- Summary
- Communication Notes
- Date & Time
- Location
- Tags
- Attachments
- Title
- First Name
- Middle Name
- Last Name
- Preferred Name
- Name of Associated Organization
- Position at Associated Organization
- Description For Email At Associated Organization
- Email At Associated Organization
- Email Is Preferred At Associated Organization
- Description For Phone At Associated Organization
- Phone At Associated Organization
- Phone Is Preferred At Associated Organization
- Address Description
- Street 1
- Street 2
- City
- Province
- Postal Code
- Country
- Address Is Preferred
- Notes
- Tags
- Social Media
- Categories
- Email Description
- Email
- Email Is Preferred
- Phone Description
- Phone Number
- Phone Is Preferred
- Name
- Categories
- Email Description
- Email
- Email Is Preferred
- Phone Description
- Phone Number
- Phone Is Preferred
- Address Description
- Street 1
- Street 2
- City
- Province
- Country
- Postal Code
- Address Is Preferred
- Notes
- Tags
- Social Media
ActionWrite
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Connect Plumsail Forms and Jambo to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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Zapier Interfaces
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