Jotform + LeadSquared

Manage new Jotform signed documents by creating or updating leads in LeadSquared

Streamline your lead management process with this easy-to-use workflow. When a new signed document is detected in Jotform, a lead is quickly generated or updated in LeadSquared. This automation ensures your lead information remains accurate and current, taking the hassle out of manual data entry. Save time and resources, enabling you to focus on intensive customer engagement.

When this happens...
New Signed Document
Triggers when a signed document is received.
TriggerScheduled
automatically do this!
Create or Update Lead
Create a new lead or update an existing contact based on email address.
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
New Lead
Triggers when a new lead is created.
Trigger
Instant
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Updated Lead
Triggers when any lead field value changes.
Trigger
Instant
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- From StageRequired
- To StageRequired
Trigger
Instant
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- Sales Owner EmailRequired
- ProductRequired
- Lead IdRequired
- RevenueRequired
- Sales DateRequired
- StatusRequired
Action
Write

- Owner.Required
- Lead IdRequired
- SubjectRequired
- Description
- Due Date
Action
Write
- Search KeyRequired
- Search ValueRequired
Action
Search
- Schema NameRequired
- ValueRequired
Action
Search

- DocumentRequired
Trigger
Scheduled
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- 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
- Activity EventRequired
Trigger
Instant
Try It
- Landing Pages
Trigger
Instant
Try It
- Email Address or Lead IdRequired
- Activity EventRequired
- Activity Note
- Activity Date Time
Action
Write
Create or Update Lead
Create a new lead or update an existing contact based on email address.
Action
Write
- Activity IdRequired
Action
Search
- Email Address or Lead IdRequired
Action
Search

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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About LeadSquared

LeadSquared is a marketing automation and CRM solution that helps small to medium-sized businesses drive revenue by aligning their marketing and sales activities. Some key features include: Lead Capture Automation, Landing Pages, Email and Drip Campaigns, Lead & List Management, Tasks & Reminders, API & Connectors and Marketing, Sales and Revenue Analytics.

Learn more