1.Captures new submission
Integrate Jotform and form parsing tools to capture the submission payload and identify required intake fields to standardize lead data.
Create CRM lead and opportunity from intake form
Automatically capture new intake submissions in Jotform and enrich data across Jotform, AI by Zapier, and ConnectWise Manage. Create and update CRM records when company details map, contact info matches, or opportunities are readyβso you can speed up pipeline entry, reduce rekeying, and avoid missed follow-up without manual data entry.
How this automation creates ready-to-act pipeline entries
When a new intake submission arrives, reps lose time waiting for clean CRM records. This automation captures form payloads and enriches data in AI by Zapier and creates company, contact, and opportunity records in ConnectWise Manageβso your team can act faster on qualified leads.
Jotformor swap with your favorite app
2.Normalizes company and address
Integrate AI by Zapier and data normalization tools to generate company abbreviations and normalize address fragments to improve CRM matching.
AI by Zapieror swap with your favorite app
3.Finds or creates company
Integrate ConnectWise Manage and CRM matching rules to map standardized company details into a company record to handle qualifying records.
ConnectWise Manageor swap with your favorite app
4.Creates contact record
Integrate ConnectWise Manage and CRM relationship mapping to create a contact and link it to the company record to enable outreach.
5.Creates opportunity record
Integrate ConnectWise Manage and pipeline staging tools to create an opportunity from submission summary and priority to speed up sales follow-up.
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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.
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