1.Detect new submission
Integrate Jotform Enterprise and form intake tools to capture the inbound payload and map overall submission to a source record.
Create and update client leads from intake forms
Automatically capture new form submission data across Jotform Enterprise and Webhooks by Zapier. Create and update when submissions arrive or phone matches a lead or email matches a leadβso you can normalize fields, prevent duplicates, and push qualified intakes without manual data entry.
How this automation protects lead intake accuracy
When new intake form submissions arrive without normalization, bad data and duplicates slow down callbacks. This automation captures submissions, transforms and qualifies lead records, and posts to your intake endpointβso your team can respond faster.
Jotform Enterpriseor swap with your favorite app
2.Normalize submission data
Integrate Code by Zapier and data transformation tools to normalize phone digits, join multi-selects, and map source fields to lead fields.
Code by Zapieror swap with your favorite app
3.Qualify and dedupe leads
Integrate Filter by Zapier and dedupe rules to continue only for qualifying records using normalized phone and primary email as the key.
Filter by Zapieror swap with your favorite app
4.Post to intake endpoint
Integrate Webhooks by Zapier and API mapping tools to post the normalized lead fields and qualifying flags to the intake endpoint payload.
Webhooks by Zapieror swap with your favorite app
Automate your work, your way
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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