Close + Jotform Integration

Integrate Close to Jotform in one click, or tell Integrately AI how you want each submission handled. Capture form responses, create and update leads, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • Jotform
    Form is submitted in Jotform
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2.

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Ready Workflows Ready Workflows for Close + Jotform Integration

Capture submissions, create leads, update contacts, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Jotform + Close Integration

Create Close contact for new Jotform form submission

When someone completes your Jotform, a new contact is automatically created in your Close. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Jotform is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Jotform - Close integration set up makes it easy to manage your customer relationships and grow your business.
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Jotform + Close Integration

Create Close task for new Jotform form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Close tasks for new Jotform form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Close task for new Jotform form submission received today - your customers will thank you for it!
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Jotform + Close Integration

Create Close opportunity for new Jotform form submission

Integrating your Close with your Jotform, can help you automatically create new opportunitys based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Jotform - Close integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Jotform flow

Sync form responses and CRM data with messaging, email, finance, and spreadsheet tools to keep your entire team aligned. Pick a combination and activate it in one click.

Close
Jotform
+
GmailGmail (8)
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CalendlyCalendly (8)
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SlackSlack (8)
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StripeStripe (8)
+
Google SheetsGoogle Sheets (8)
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ZoomZoom (8)
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Send a welcome email in Gmail when a new Jotform submission creates a Close lead
Every Jotform submission creates a Close lead and immediately triggers a welcome email in Gmail, removing manual follow-up delays.
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Alert your team in Gmail when a Jotform submission creates a Close contact
Notify internal teams via Gmail the moment a Jotform submission registers a new contact in Close.
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When a Jotform submission creates a Close opportunity, email the sales manager in Gmail
Sales managers receive an instant Gmail notification whenever a Jotform submission generates a Close opportunity.
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Create a Close task from a Jotform submission and email the assignee in Gmail
Assign tasks automatically in Close from Jotform submissions and send email notifications via Gmail.
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If a Jotform submission includes enterprise tier, create a lead in Close and email the executive team in Gmail
Route enterprise Jotform submissions into Close leads and alert leadership instantly through Gmail.
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When a Close lead status changes after a Jotform submission, send an update email in Gmail
Send status update emails via Gmail whenever lead activity updates in Close following a Jotform submission.
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Use ChatGPT to summarise a Jotform submission, create a Close lead, and email the brief in Gmail
AI summarises form submissions before creating a Close lead and emailing the brief via Gmail.
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When a Jotform submission creates a Close lead, send an email in Gmail, and create a row in Google Sheets
Sync Jotform submissions to Close leads, send Gmail confirmation emails, and log data in Google Sheets.

Supported triggers and actions for Close and Jotform

Mix and match to build the exact automation you need

Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Search contact in Close
Finds and retrieves contact information
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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Jotform
Jotform Triggers & Actions
Form is submitted in Jotform
Triggers the automation when a form is filled
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Get form submission by ID in Jotform
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Create form submission in Jotform
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What can you automate with Close + Jotform?

Streamline your lead generation and CRM management by connecting your form submissions directly to your sales pipeline.

What you can automate?
🎯
Create Close leads instantly from every form submission
Capture form responses from Jotform and convert them into new leads in Close the second a user submits their information.
📋
Capture every submitted custom field accurately
Map all available form answers into your CRM instead of just names and emails, ensuring your records contain complete context.
🔔
Alert your sales team the moment a lead arrives
Notify internal channels or team members immediately upon form submission so follow-ups happen without delay.
🔀
Route submissions based on custom form criteria
Segment incoming leads according to submitted dropdown options or budget selections to ensure appropriate assignment.
🔄
Keep your CRM records continuously up to date
Synchronize ongoing updates between form submissions and your sales pipeline without manual data entry.
🛡️
Prevent duplicate records with smart search and update
Search existing database records before creating new entries to keep your CRM clean and organized.
Handle later status changes and deal updates
Trigger downstream automation when lead statuses or deal stages change within your sales pipeline.
🔌
Extend your workflow to team messaging apps
Connect your core automation pair with Slack to broadcast notifications and keep everyone informed.
And much more...

Who is Close + Jotform integration for?

Sales professionals, marketers, and business owners capturing leads through forms can eliminate manual entry and keep their CRM instantly updated with every customer submission.

Performance marketers
Performance marketers
Sales reps
Sales reps
Agency account managers
Agency account managers
High-volume support leads
High-volume support leads
Project coordinators
Project coordinators
Operations directors
Operations directors
📈
Performance marketers
You're running lead generation campaigns driving traffic to forms but your tracking sheet only updates when someone manually exports submissions, so the lead counts you're optimising against are always a few hours behind — with this integration, every new submission lands in Close instantly and your data stays current.
Sales reps
You need to act fast on incoming prospects and you find out too late because form responses sit unread in your inbox — this integration means every new submission creates a lead in Close immediately so you can reach out first.
🤝
Agency account managers
You answer to a client who wants to see progress and client intake forms arrive while you are busy elsewhere, leaving them waiting — automating both apps means every form submission is logged and tracked without manual delays.
🚀
High-volume support leads
The volume of incoming customer requests is too high for anyone to keep up by hand, leading to missed inquiries and delayed follow-ups — connecting these apps means every form submission is processed and routed automatically.
📋
Project coordinators
You own the next step in onboarding and depend on someone upstream to hand it over from customer forms, causing operational bottlenecks — this integration means every form submission immediately triggers your CRM workflow.
🗂️
Operations directors
You need a reliable history of customer interactions and keep finding gaps in your records due to scattered form tools — this integration means every submission is captured accurately in Close.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Close + Jotform

Build and manage your Close + Jotform automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Close + Jotform with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Close to Jotform?
Frequently Asked Questions
You can connect Close to Jotform instantly using 1-click automations on Integrately, alongside Gmail, Slack, and Google Sheets. Use ready templates or ask Integrately AI to build the workflow for you.
Can I automatically create a Close lead from every Jotform submission?
Frequently Asked Questions
Can I connect Close, Jotform, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Jotform?
Frequently Asked Questions
How does Close handle contact and lead data during integration?
Frequently Asked Questions
Can I capture custom form fields from Jotform into Close?
Frequently Asked Questions
Do I need coding skills to connect Close and Jotform?
Frequently Asked Questions
Is the Close and Jotform integration free?
Frequently Asked Questions
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You Can Also Connect Close or Jotform With 1500+ Other Apps

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Jotform
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