Jotform + Pipeline CRM

Create new Pipeline CRM people for submissions on Jotform

Too busy to be entering all those contact data fields to Pipeline CRM manually? Try out this Jotform Pipeline CRM integration and that'll be a thing of the past; every new submission you receive on Jotform will trigger the automation, creating a new person on Pipeline CRM with all that data for you.

Too busy to be entering all those contact data fields to Pipeline CRM manually? Try out this Jotform Pipeline CRM integration and that'll be a thing of the past; every new submission you receive on Jotform will trigger the automation, creating a new person on Pipeline CRM with all that data 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 Person

    Creates a new person 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 moreHelp

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  • 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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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