1.Monitors new submission
Integrate JotForm and form intake tools to capture submission fields and to prepare the CRM payload.
Create CRM deal and project task from form submission
Automatically monitor new form submissions across JotForm and CRM tools. Create and update contacts and deals, assign project tasks, and post intake summaries when audit order submissions arrive, emails are captured, or order notes are providedβso you can prevent manual data entry, reduce handoffs, and speed onboarding without manual reporting.
How this automation builds deals and tasks fast
When a new audit order form submission arrives, delays can slow follow-up and project kickoff. This automation creates contacts and deals and builds Asana tasks while posting a Slack intake summaryβso your team can start work immediately.
Jotformor swap with your favorite app
2.Creates or updates contact and deal
Integrate HubSpot and CRM pipeline tools to create or update contacts and to create the deal record.
HubSpotor swap with your favorite app
3.Finds template assignee
Integrate Zapier Tables and lookup tools to find the template assignee to decide the Asana project owner.
Zapier Tablesor swap with your favorite app
4.Creates parent task and subtasks
Integrate Asana and task templates to create the parent task and subtasks to kick off delivery work.
Asanaor swap with your favorite app
5.Posts intake summary in a thread
Integrate Slack and team communication tools to post a threaded intake summary and to share the deal and task links.
Slackor swap with your favorite app
6.Triggers downstream tracker updates
Integrate Zapier and automation workflows to run the sub-zap so tracker rows are appended or onboarding subflows start.
Email by Zapieror swap with your favorite app
Automate your work, your way
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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