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How to: Create cold prospects from JotForm submissions
Manage your unqualified leads with prospecting lists. Populate a dedicated list with suspects from your JotForm form submissions automatically with Zapier to automate your process.
All you need to set it up are JotForm, noCRM.io, and Zapier accounts.
If you don’t have an account with noCRM.io, click here to start a FREE trial.
If you don't have an account with JotForm, click here to start a FREE account.
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Get Started
Set up your TRIGGER
Set up your ACTION
Connect your TRIGGER App Account and Set Up the Trigger
Sign into your Zapier account and click on the MAKE A ZAP! button at the very top where you will be directed to a new page:
1. Choose the Trigger App: JotForm
2. Choose the Trigger: New Submission
3. Connect Zapier to your JotForm account
4. Set up JotForm submission
5. Test this Step and on to the Trigger set up!
Connect your ACTION App Account and Set Up the Action
1. Choose an Action App: noCRM.io
2. Choose an Action: Create Row
3. Connect Zapier to your noCRM.io account if you haven’t already by
Entering your slug/account name (https://ACCOUNT.nocrm.io)
Entering your API Key (Go to your nocrm.io account Admin Panel, select Webhooks and API, API Keys then click on the Create an API Key button and name it.)
4. Set up your noCRM.io row
Select a prospecting list of your choice. Make sure the headers match the questions and their order in your JotForm form.
Create the row by adding in the values of each column and separating each value with a comma.
5. Test the step and the Action is set!
Watch How You Can Save JotForm Submissions as Cold Prospects in a Prospecting List of Your Choice