If you collect form submissions through Jotform and have ever wanted to take those submissions and send them to Base CRM to create leads, you can now do that with the help of Zapier.
Here's what you'll need to get started:
* A Zapier account
* A Jotform account
* A Base CRM account
First you'll want to start creating a zap that automatically takes new Jotform form submissions and uses that data to create leads in Base CRM. Click the “Use this Zap” button here to get started. You'll first be reminded to setup your Jotform form, so go ahead and do that if you haven't already.
Next, you’ll need to connect your Jotform account. After clicking on “Connect”, you’ll be asked to login to Jotform to authorize the connection.
Now, you'll need to choose the form from the dropdown you'd like Zapier to monitor for new submissions.
Once you've done that, the next step is to connect your Base CRM account. After clicking on “Connect”, you’ll be asked to enter in your API Token to authorize your account to be connected with Zapier.
In the next step, you’ll need to use the "Insert Fields" button to map in data from your Jotform form to fill in the first name, last name, and email address of the new lead you'll be creating. More on that process here
After that, we’ll turn your zap on and you'll have the chance to test it out with submissions from your Jotform form. From here on out, information from new Jotform form submissions will end up as leads in your Base CRM account.