1.Monitors new sample request submissions
Integrate Jotform and lead capture forms to detect new submission data and start lead intake processing.
Create practice lead records from sample request forms
Automatically capture sample request form submissions across Jotform and Airtable. Create and update when new form submission arrives, sample request submits, or submission email appearsβso you can prevent duplicates, enrich lead fields, and log submission details without manual data entry.
How this automation creates practice lead records
When new sample request form submissions hit Jotform, outreach can stall due to manual lead entry and duplicate records. This automation detects duplicates and creates or updates lead recordsβso your team can follow up faster.
Jotformor swap with your favorite app
2.Finds duplicates by submission email
Integrate Airtable and database lookup tools to search your leads table by submission email to find existing matches.
Airtableor swap with your favorite app
3.Creates new lead record
Integrate Airtable and contact database tools to create a new lead when no match is found to capture practice details.
4.Updates matching lead record
Integrate Airtable and field mapping tools to update an existing lead with the latest submission details and notes.
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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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