Jotform + Pipeliner Cloud

Create Pipeliner Cloud leads from new Jotform submissions

Boost your prospect engagement by connecting Jotform and Pipeliner Cloud. With this workflow, every new submission from your Jotform instantly becomes a lead in Pipeliner Cloud. This enables your sales team to quickly act on incoming inquiries or registrations, enhancing customer experience and driving sales growth. It's an efficient and practical workflow integration that takes the hassle out of transferring data and lets your team focus on what truly matters.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Lead
Create a new Lead.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- Select Owner
- Select Sales Unit
Trigger
Instant
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- Select Owner
- Select Sales Unit
Trigger
Instant
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- Select Sales Unit
- Select Owner
Trigger
Instant
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New Product
Triggers when a new Product is created.
Trigger
Instant
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- Select Owner
- Select Sales Unit
Trigger
Instant
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- Select Owner
- Select Sales Unit
Trigger
Instant
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- Select Sales Unit
- Select Owner
Trigger
Instant
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Updated Product
Triggers when a Product is updated.
Trigger
Instant
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Create Account
Create a new Account.
Action
Write
- Primary Account Position
Action
Write
Create Lead
Create a new Lead.
Action
Write
Create Product Line Item
Create a new Product Line Item.
Action
Write
- Activity TypeRequired
Action
Write
- IdRequired
Action
Write
- Custom entity typeRequired
- IdRequired
Action
Write
- IdRequired
- Pipeline ID
- Step
Action
Write
- IdRequired
Action
Write
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Primary Account Position
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search or write
- Search Type OperatorRequired
- Primary Account Position
Action
Search or write
- Search Type OperatorRequired
- PipelineRequired
- StepRequired
Action
Search or write
- Search Type OperatorRequired
- Activity TypeRequired
Action
Search or 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
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
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- Entity NameRequired
- Select Owner
- Select Sales Unit
Trigger
Instant
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- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity NameRequired
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity TypeRequired
Action
Write
- Custom entity typeRequired
Action
Write
- PipelineRequired
- StepRequired
Action
Write
Create Product
Create a new Product.
Action
Write
- IdRequired
Action
Write
- IdRequired
- Primary Account Position
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Custom entity typeRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Activity TypeRequired
Action
Search or write
- Search Type OperatorRequired
Action
Search or write
- Search Type OperatorRequired
Action
Search or write

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.

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