1.Monitors new intake submissions
Integrate Jotform, intake form workflows, and data mapping tools to capture new submissions and centralize lead entry.
Create CRM lead and send client agreement email
Automatically monitor new intake submissions across Jotform, Formatter by Zapier, NetHunt CRM, and Gmail. Create and update when agreement URLs resolve, contacts are found or created, or emails are sentβso you can create CRM leads, send agreement emails, and attach intake notes without manual data entry.
How this automation accelerates your agreement follow-up
When new intake submissions arrive in Jotform, delays can stall lead follow-up and agreements. This automation maps case details into service language, creates or finds CRM lead records, and sends agreement emailsβso your team can move faster without manual data entry.
Jotformor swap with your favorite app
2.Transforms case type to agreement URL
Integrate Formatter by Zapier and lookup tables to translate case type codes into service descriptions and agreement URLs.
Formatter by Zapieror swap with your favorite app
3.Finds or creates CRM lead record
Integrate NetHunt CRM and contact field mapping to match by email and create a new lead record when missing.
NetHunt CRMor swap with your favorite app
4.Adds intake notes to the CRM record
Integrate NetHunt CRM and note capture to create a comment with intake notes and a link to the submission.
5.Sends agreement email and updates CRM status
Integrate Gmail and email templates to send the agreement link, BCC the intake owner, and update CRM agreement status.
Gmailor swap with your favorite app
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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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