Jotform + LeadConnector

Add or update LeadConnector contacts when new documents are signed in Jotform

Keep your contacts in LeadConnector up-to-date effortlessly with this workflow. The moment a new document gets signed in Jotform, it triggers the addition or updates of a contact in LeadConnector. This not only saves you from manually entering data but also ensures no new interactions are missed. It's an immediate, automatic process helping you maintain accurate and current contact records.

Keep your contacts in LeadConnector up-to-date effortlessly with this workflow. The moment a new document gets signed in Jotform, it triggers the addition or updates of a contact in LeadConnector. This not only saves you from manually entering data but also ensures no new interactions are missed. It's an immediate, automatic process helping you maintain accurate and current contact records.

  1. When this happens...
    JotformJotform
    New Signed Document

    Triggers when a signed document is received.

    TriggerScheduled
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Contact

    Adds or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Business Name

    • Country

    • Date Of Birth

    Action
    Write
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 moreHelp

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leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

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  • Marketing Automation

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