1.Detect new submission
Integrate JotForm and form field mapping tools to map submission inputs to contact fields for lead intake capture.
Create CRM lead and opportunity from form submission
Automatically monitor new form submissions across JotForm, Close, systeme.io, and Slack. Create and update when submissions arrive with email, include a program choice, or lack an ownerβso you can create or update leads, apply enrollment and compliance tags, and alert coordinators without manual follow-up.
How this automation creates tracked leads and opportunities
When new JotForm submissions arrive, delays can stall follow-up and waste intake details. This automation maps submissions to lead records, creates or updates opportunities, applies enrollment and compliance tags, and alerts ownersβso your team can respond faster.
Jotformor swap with your favorite app
2.Find lead by email
Integrate Close and CRM data tools to search by email and update lead custom fields when a match exists.
Closeor swap with your favorite app
3.Create lead if missing
Integrate Close and CRM record tools to create a new lead and map submission fields when no match is found.
4.Add enrollment and compliance tags
Integrate systeme.io and tagging tools to apply configured enrollment and GDPR-compliance tags to the contact.
systeme.ioor swap with your favorite app
5.Create opportunity when missing
Integrate Close and pipeline tools to create an opportunity linked to the lead and set the pipeline stage.
6.Notify inbound leads channel and owner
Integrate Slack and team messaging tools to post to your inbound leads channel and DM the assigned owner.
Slackor swap with your favorite app
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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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