1.Detect new submission
Integrate Jotform to detect new intake submissions and route contact processing for new records.
Create contact records from client form submissions
Automatically monitor client intake form submissions across Jotform and Google Contacts. Create and update when submission received, email match found, or records need updatingβso you can create contacts, update profiles, and reduce duplicate entry without manual data entry.
How this automation creates your contact records
When new intake form submissions arrive, delays can block scheduling and onboarding. This automation watches Jotform submissions and checks by email, then creates or updates contact records in Google Contactsβso your team has ready-to-use details.
Jotformor swap with your favorite app
2.Find contact by email
Integrate Google Contacts to find contacts by the submission email and check for an existing match.
Google Contactsor swap with your favorite app
3.Create contact if no match
Integrate Google Contacts to create a new contact and map name, phone, and email fields from the submission.
4.Update existing contact
Integrate Google Contacts to update a matched contact and refresh name or phone fields when changes appear.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
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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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