Agency Elephant + Jotform

Create or update leads in Agency Elephant from new submissions in Jotform

Save time and stay organized by instantly adding new Jotform submissions as leads in Agency Elephant. With this workflow, whenever there's a new submission in Jotform, a lead will be created or updated in Agency Elephant, helping you streamline your lead management process and focus on closing more deals. Enhance your efficiency and ensure no lead slips through the cracks with this seamless automation.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create or Update Lead
Create a new lead, or updates an existing lead.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- EventRequired
- Pipeline StatusRequired
Trigger
Instant
Try It
- EventRequired
- GroupRequired
Trigger
Instant
Try It

- GroupRequired
Trigger
Instant
Try It
- Lead IDRequired
- ActionRequired
- TagsRequired
Action
Write

- Select a groupRequired
- Select a tag
- Select Pipeline Status
Action
Write

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- EventRequired
- TagRequired
Trigger
Instant
Try It
New Group
Triggers when a new Group is created.
Trigger
Instant
Try It
- Lead IDRequired
- ActionRequired
- Pipeline StatusRequired
Action
Write
- Lead IDRequired
- ActionRequired
- GroupRequired
Action
Write
- Enter a keywordRequired
- Select a group
Action
Search

About Agency Elephant

Agency Elephant is a sales automation tool that makes outbound prospecting and leads follow up easy for the salespeople.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more