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How to connect Jotform and Close CRM
Create a New Scenario to Connect Jotform and Close CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Jotform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jotform or Close CRM will be your first step. To do this, click "Choose an app," find Jotform or Close CRM, and select the appropriate trigger to start the scenario.
Add the Jotform Node
Select the Jotform node from the app selection panel on the right.
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Add the Close CRM Node
Next, click the plus (+) icon on the Jotform node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Jotform and Close CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Jotform and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Jotform, Close CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Jotform and Close CRM integration works as expected. Depending on your setup, data should flow between Jotform and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Jotform and Close CRM
Jotform + Close CRM + Slack: When a new submission is received in Jotform, a new lead is created in Close CRM. Then, a notification is sent to a Slack channel to alert the sales team about the new lead.
Close CRM + Jotform + Google Sheets: When a lead status changes in Close CRM, a feedback form is sent via Jotform to the lead's email. Once submitted, the Jotform response data is saved in a Google Sheet for analysis.
Jotform and Close CRM integration alternatives
About Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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See how Latenode works
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FAQ Jotform and Close CRM
How can I connect my Jotform account to Close CRM using Latenode?
To connect your Jotform account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jotform and click on "Connect".
- Authenticate your Jotform and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create leads from new Jotform submissions?
Yes, you can! Latenode allows real-time lead creation in Close CRM from Jotform submissions. Benefit from instant lead capture and faster sales cycles using our visual workflow builder.
What types of tasks can I perform by integrating Jotform with Close CRM?
Integrating Jotform with Close CRM allows you to perform various tasks, including:
- Create new Close CRM leads from new Jotform submissions instantly.
- Update existing Close CRM leads with new Jotform submission data.
- Trigger follow-up sequences in Close CRM based on form responses.
- Send customized thank-you emails via Close CRM after form submission.
- Create tasks in Close CRM for internal teams based on form data.
Can I customize data mapping between Jotform and Close CRM?
Yes, Latenode’s visual editor lets you map any Jotform field to any Close CRM field, offering full control and data precision, even with JavaScript.
Are there any limitations to the Jotform and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time updates depend on the API limits of Jotform and Close CRM.
- File uploads from Jotform may require additional storage configuration.
