Jotform
Close

Jotform and Close Integration

Seamlessly connect JotForm with Close CRM to automate lead capture and accelerate your sales pipeline.

Explore Triggers and Actions

New Submission (Instant)
Trigger new event when a form is submitted
Create Lead
Creates a lead.
Custom Action
Makes an arbitrary call to the Close API.
Search Leads
Search leads with a given field and word.
Update Lead
Updates a lead.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Jotform and Close?

The JotForm and Close integration empowers your sales team by automatically syncing form submissions directly into Close as new leads or contacts. Eliminate manual data entry, reduce errors, and ensure every inquiry is followed up promptly. Whether you're capturing demo requests, contact forms, or surveys, this integration streamlines your workflow and keeps your CRM up-to-date in real time.

Connect
Jotform
and
Close
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How does the JotForm and Close integration work?

When a user submits a form via JotForm, the integration automatically sends the submission data to Close, creating or updating a lead or contact based on your configuration. This ensures your sales team has immediate access to fresh leads without manual input.

Can I customize which form fields map to Close fields?

Yes, the integration allows you to map JotForm fields to specific Close lead or contact fields, so you can tailor the data transfer to fit your sales process perfectly.

Is this integration real-time?

Absolutely. Form submissions are synced to Close instantly, enabling your sales team to respond to leads as soon as they come in.

Do I need technical skills to set up the integration?

No technical skills are required. The integration setup is user-friendly with step-by-step instructions to connect your JotForm account to Close and configure field mappings.

Can I use this integration with multiple JotForm forms?

Yes, you can connect multiple JotForm forms to your Close account, each with its own customized field mappings to support different lead capture workflows.

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