Close
Jotform
Close and Jotform Integration
Seamlessly connect JotForm with Close CRM to automate lead capture and accelerate your sales pipeline.
Seamlessly connect JotForm with Close CRM to automate lead capture and accelerate your sales pipeline.
The Close and JotForm integration empowers your sales team by automatically syncing form submissions from JotForm directly into Close as new leads or contacts. This eliminates manual data entry, ensures no lead is missed, and allows your team to follow up faster with qualified prospects. Customize your workflows to map form fields to Close contact properties, trigger follow-up sequences, and keep your sales pipeline up-to-date effortlessly.
When a user submits a form via JotForm, the integration automatically creates or updates a lead or contact in Close CRM based on your configured field mappings. This streamlines lead capture and keeps your sales data synchronized in real time.
Yes, the integration allows you to customize field mappings so that the data collected in your JotForm submissions aligns perfectly with your Close CRM contact fields, ensuring accurate and relevant information is captured.
Absolutely. The integration uses secure API connections and adheres to industry best practices for data privacy and security, helping you maintain compliance with regulations like GDPR and CCPA.
No technical expertise is required. The integration setup is straightforward with a user-friendly interface that guides you through connecting your JotForm account to Close and configuring your preferences.
Yes, once leads are created or updated in Close, you can leverage Close’s automation features to trigger follow-up emails, calls, or task assignments, helping you engage prospects promptly and efficiently.
