Clientjoy + Jotform

Create new Clientjoy leads from new Jotform submissions

Streamline your process of handling leads with this efficient workflow. When Jotform records a new submission, a corresponding lead is set up in Clientjoy. This reduces the hassle of manual data transfer and positions you to handle prospects in a timely way, aiding customer engagement and driving business growth.

Streamline your process of handling leads with this efficient workflow. When Jotform records a new submission, a corresponding lead is set up in Clientjoy. This reduces the hassle of manual data transfer and positions you to handle prospects in a timely way, aiding customer engagement and driving business growth.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    ClientjoyClientjoy
    Create Lead

    Create a new Lead in your Clientjoy's Sales Pipeline.

    ActionWrite
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Supported triggers and actions

    • 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
    • WorkspaceRequired

    Trigger
    Instant
    Try It
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clientjoy logo

About Clientjoy

Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.

Related categories

  • CRM (Customer Relationship Management)

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jotform logo
jotform logo

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

Related categories

  • Forms & Surveys

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