Agency Elephant + Jotform

Copy or move new Jotform submissions to Agency Elephant as leads

Elevate your lead management efficiency with this automated workflow from Jotform to Agency Elephant. Whenever a new entry is recorded in Jotform, the information is immediately sent to Agency Elephant speeding up response times and enhancing lead organization. Say goodbye to manual data entry, this workflow assures a streamlined process in your agency.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Copy/Move Lead
Triggers when a Lead is copied or moved to Group.
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