1.Monitors webinar form submissions
Integrate Jotform and forms to capture webinar signup submissions, mapping email and name to lead source data.
Add webinar signups to CRM and assign follow-up
Automatically monitor webinar signups across Jotform form submissions and Close CRM. Create and update lead records, add registration notes, and assign follow-up tasks when new webinar signup, registration email submitted, or form response receivedβso you can protect pipeline from manual data entry and missed follow-up.
How this automation assigns follow-up for webinar leads
When webinar signups arrive but stay unprocessed, leads can be missed and outreach happens too late. This automation captures webinar submissions in Jotform and updates your CRM with lead records, notes, and follow-up tasksβso your team can respond fast.
Jotformor swap with your favorite app
2.Finds lead by email
Integrate Close and CRM search tools to match the submission email and to retrieve the lead id when found.
Closeor swap with your favorite app
3.Creates or updates lead
Integrate Close and lead tagging workflows to create a new lead or update an existing lead with webinar signup context.
4.Creates lead note
Integrate Close and note capture tools to add submission answers into a note body on the lead record.
5.Creates follow-up task
Integrate Close and task routing tools to create a linked follow-up task, with webinar follow-up text and owner assignment.
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