Customerly + Jotform

Create and update Customerly leads from new Jotform submissions

Easily streamline your lead management by connecting Jotform to Customerly. With this automation, whenever a new submission is received in Jotform, a lead will be created or updated in Customerly. Save time, reduce manual entry, and always keep your leads up-to-date!

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create/Update Lead
Creates or updates a 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
Lead Converted to User
Triggers when a lead has been converted to user.
Trigger
Instant
Try It
New Tag on a User
Triggers when a user is tagged.
Trigger
Instant
Try It

Unsubscribe
Triggers when a user unsubscribes.
Trigger
Instant
Try It
- EmailRequired
- User ID
- Tag
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
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
- EmailRequired
- Full Name
- IP Address
- Attribute
- Tags
Action
Write
- User ID
- EmailRequired
- Full Name
- IP Address
- Attribute
- Tags
Action
Write

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Related categories

Customer Support

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

Customerly + Jotform

Create and update Customerly leads from new Jotform submissions

Supported triggers and actions

New Submission

Assign Form

Create Submission

Lead Converted to User

New Tag on a User

Unsubscribe

Add User Tag

New Signed Document

Assign Prefilled Form

API Request (Beta)

New Lead

New User

Create/Update Lead

Create/Update User

About Customerly

Related categories

About Jotform

Related categories

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