FieldPulse + Jotform

Create new FieldPulse leads from Jotform submissions

Easily capture new leads from Jotform submissions and add them to FieldPulse with this efficient workflow. When a new form submission is received in Jotform, this automation will create a lead in FieldPulse, ensuring you never miss an opportunity. Save time and stay organized by incorporating this seamless process into your sales pipeline.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Lead
Creates a new 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
New Customer
Trigger when a new customer is added.
Trigger
Instant
Try It
- WorkflowRequired
- StatusRequired
Trigger
Instant
Try It

Last Created Contact
Trigger when a new contact is added.
Trigger
Instant
Try It
- Customer Id
- FileRequired
- FilenameRequired
Action
Write

- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- City
- State
- Zip Code
- Address
- Notes
- Job Notes
Action
Write
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search by text
- Customer ID
- Project ID
- Project Name
Action
Search

- 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
- StatusRequired
Trigger
Instant
Try It
- Page
Trigger
Instant
Try It
Last Updated Contact
Trigger when a contact is updated.
Trigger
Instant
Try It
- Job ID
- File pathRequired
- File nameRequired
Action
Write
- Customer IdRequired
- Job TitleRequired
- Start timeRequired
- End timeRequired
- Notes
- Location Id
- Address
- City
- State
- Zip Code
Action
Write
- Search Value
Action
Search
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search Value
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Search or write

About FieldPulse

FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.

Related categories

CRM (Customer Relationship Management)

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

FieldPulse + Jotform

Create new FieldPulse leads from Jotform submissions

Supported triggers and actions

New Submission

Assign Form

Create Submission

New Customer

Get Job Workflow Statuses

Last Created Contact

Attach Customer File

Create Customer

Create Lead

Search Job

Search Projects

New Signed Document

Assign Prefilled Form

API Request (Beta)

Get Customer Pipeline Statuses

Last 48hrs Updated Contacts

Last Updated Contact

Attach Job File

Create Job

Search Customer

Search Jobs

Find or Create a Customer

About FieldPulse

Related categories

About Jotform

Related categories

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