JeffreyAI + Jotform

Add new Jotform submissions to JeffreyAI as contacts

Streamline your contact management process with this efficient workflow. When a new submission is received in Jotform, it will effortlessly add a new contact in your JeffreyAI app. Stay organized and avoid manual data entry, as this automation transfers your Jotform submissions to JeffreyAI as new contacts in real time. Perfect for saving time and maintaining accurate client information in your business operations.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Add Contact
Add a contact in JeffreyAI
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
Get Contacts
Triggers when a new contact is added to JeffreyAI.
Trigger
Polling
Try It
Get Opportunity
Triggers when a new opportunity is added to JeffreyAI.
Trigger
Polling
Try It

- Decision Authority
- Consented to being Contacted
- Contact TypeRequired
- First Name
- Last Name
- Email Address
- Created Date
- Job Title
- Status
- Assigned Sales PersonRequired
- CountryRequired
- State
- City
- Street Name
- House Number
- Postcode
- Best Contact Time Start
- Best Contact Time To
- Phone no.
- Mobile no.
- Group
- Organisation
- LinkedIn
- Facebook
- Instagram
Action
Write
- Contact IDRequired
- Decision Authority
- Consented to being Contacted
- Contact TypeRequired
- First NameRequired
- Last NameRequired
- Email Address
- Created Date
- Job Title
- Status
- Assigned Sales Person ID
- Country
- State
- City
- Street Name
- House Number
- Postcode
- Best Contact Time From
- Best Contact Time To
- Phone no.
- Mobile no.
- Organisation
- Linkedin
- Facebook
- Instagram
Action
Write

- First NameRequired
- Last nameRequired
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
Get Organisations
Triggers when a new organisation is added to JeffreyAI.
Trigger
Polling
Try It
- Decision Authority
- Consented to being Contacted
- Contact TypeRequired
- First NameRequired
- Last NameRequired
- Email Address
- Created Date
- Job Title
- Status
- Assigned Sales Person ID
- Country
- State
- City
- Street Name
- House Number
- Postcode
- Best Contact Time From
- Best Contact Time To
- Phone no.
- Mobile no.
- Organisation
- Linkedin
- Facebook
- Instagram
Action
Write
- NameRequired
- StageRequired
- Assigned Sales Person
- Created Date
- Closed Date
- Originated From
- Organisations
- Contacts
- Product ID
- Product Quantity
- Amount
- Currency
Action
Write
- OpportunityIDRequired
- Name
- Stage
- Assigned Sales Person
- Created Date
- Closed Date
- Originated From
- Organisations
- Contacts
- ProductID
- Product Quantity
- Amount
- Currency
Action
Write
- NameRequired
Action
Search

About JeffreyAI

JeffreyAI is a smart engagement platform that assists you in lead management and proactively works with your sales people to close your next deal.

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

Related categories

Forms & Surveys

JeffreyAI + Jotform

Add new Jotform submissions to JeffreyAI as contacts

Supported triggers and actions

New Submission

Assign Form

Create Submission

Get Contacts

Get Opportunity

Add Contact With Group

Edit Contact

Find Contact

New Signed Document

Assign Prefilled Form

API Request (Beta)

Get Organisations

Add Contact

Add Opportunity

Edit Opportunity

Find Opportunity

About JeffreyAI

Related categories

Similar apps

Zapier Interfaces

About Jotform

Related categories

Similar apps

Wufoo

Formstack

Typeform