EspoCRM + Jotform

Create leads in EspoCRM from new submissions in Jotform

Easily streamline your customer management process with this efficient workflow. As soon as a new submission comes in on Jotform, a fresh lead is instantly created in your EspoCRM for seamless tracking and follow-up. This simple automation saves you time on manual data entry and ensures no prospect slips through the cracks. Enhance your productivity and never miss an opportunity with this Jotform to EspoCRM workflow.

Easily streamline your customer management process with this efficient workflow. As soon as a new submission comes in on Jotform, a fresh lead is instantly created in your EspoCRM for seamless tracking and follow-up. This simple automation saves you time on manual data entry and ensures no prospect slips through the cracks. Enhance your productivity and never miss an opportunity with this Jotform to EspoCRM workflow.

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerInstant
  2. automatically do this!
    EspoCRMEspoCRM
    Create Lead

    Creates a Lead in EspoCRM.

    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
  • EspoCRM triggers, actions, and search

    Updated Lead Status

    Triggers when a Lead Status is updated.

    Trigger
    Instant
    Try It
espocrm-1 logo
espocrm-1 logo

About EspoCRM

EspoCRM is a highly customizable open source CRM software.

Related categories

  • CRM (Customer Relationship Management)
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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