Every Jotform lead in your CRM, with a follow-up

Connect it in two minutes

• In Really Fast CRM, open Integrations → Jotform and click Connect Jotform. Choose whether each lead also makes a deal, and in which stage, and who gets the follow-up task. Then copy the address.
• In Jotform, open the form, then Settings → Integrations.
• Search for WebHooks, paste the address and click Complete integration.
• Open the form’s public link and send a test. Really Fast CRM shows what it added.

What each submission adds

• The person, with their email and phone, and their company when the form asks for it.
• A note with the form’s name and every answer, so nothing the visitor typed is lost.
• A follow-up task, due today, for the member you choose: an email when there’s an address, a call when there isn’t.
• A deal, if you turn it on, in the stage you choose. A “Budget”, “Price”, “Value” or “Amount” answer that is a plain number becomes its value.

Good to know with Jotform

• Jotform sends each field by its unique name (for example “email”), not by the question’s text. The note uses those names.
• Jotform’s Full Name field (first and last) becomes the person’s name. For the rest, give the fields the unique names “email”, “phone” and “company” in the field’s properties.

You stay in control

• The same email again goes on the existing person, and on their open deal, not a duplicate.
• No name and no email in a submission? Nothing is saved, and Jotform shows the error.
• Pause the connection with one switch, and see every submission and what it added in its history.

The CRM behind it

The leads land in a full CRM: the pipeline board, people and companies, tasks with a week calendar, a Today page and reports. Every screen opens instantly. One plan with everything: $5 per user a month billed yearly, $6 monthly.

Other form tools work the same way: all integrations.