1.Detect new enrollment submission
Integrate Jotform, enrollment forms, and intake routing tools to detect new submissions from your enrollment form.
Create new client contact from enrollment intake form
Automatically monitor new enrollment submissions across Jotform and Keap. Create and update contacts when names split and details mapβso you can parse names, update contact records, and apply enrollment tags without manual data entry.
How this automation creates complete client contact records
When new enrollment submissions happen, delays can leave contact records incomplete and billing blocked. This automation parses names and maps enrollment details into Keap contacts and applies enrollment tagsβso you can act on intake faster.
Jotformor swap with your favorite app
2.Split text into name fields
Integrate Formatter by Zapier and data parsing tools to split the full name into given and family name fields.
Formatter by Zapieror swap with your favorite app
3.Create or update client contact
Integrate Keap and CRM record management tools to find or create contact details, add notes, and apply enrollment tags.
Keapor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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