Jotform + Pipeline CRM

Create deals in Pipeline CRM from new Jotform submissions for seamless lead tracking

Effortlessly manage your sales pipeline by transforming new Jotform submissions into deals in Pipeline CRM. This streamlined workflow enables you to capture leads, track their progress, and close deals more efficiently. Stay organized and focus on selling while the automation handles data entry for you.

Effortlessly manage your sales pipeline by transforming new Jotform submissions into deals in Pipeline CRM. This streamlined workflow enables you to capture leads, track their progress, and close deals more efficiently. Stay organized and focus on selling while the automation handles data entry for you.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    Pipeline CRMPipeline CRM
    Create Deal

    Creates a new deal in your PipelineDeals account.

    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
    • Status

    • Source

    • 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
    • Stage

    • Status

    • Source

    Trigger
    Instant
    Try It
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 more

Related categories

  • Forms & Surveys

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pipelinedeals logo
pipelinedeals logo

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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