Concord + Jotform Integration

Integrate Concord to Jotform in one click, or tell Integrately AI how you want each submission handled. Capture responses, create new contacts and deals in your CRM, update your pipeline, and trigger instant follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Concord
    Contact is created in Concord Instant
  • Concord
    Company is created in Concord Instant
  • Concord
    Deal status is changed in Concord Instant
  • Concord
    Deal is created in Concord Instant
  • Concord
    Deal stage is changed in Concord Instant
  • Concord
    Stage is created in Concord
  • Concord
    Note is created in Concord
  • Concord
    User is created in Concord
  • Concord
    Call is created in Concord
  • Concord
    Product is created in Concord
  • Concord
    Activity is created in Concord
  • Concord
    Pipeline is created in Concord
  • Concord
    Document is created in Concord
  • Concord
    Document status is changed in Concord Instant
  • Jotform
    Form is submitted in Jotform
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2.
  • Concord
    Create contact in Concord
  • Concord
    Search contact in Concord
  • Concord
    Update contact in Concord
  • Concord
    Delete contact in Concord
  • Concord
    Create note in Concord
  • Concord
    Update note in Concord
  • Concord
    Search note in Concord
  • Concord
    Delete note in Concord
  • Concord
    Create stage in Concord
  • Concord
    Update stage in Concord
  • Concord
    Search stage in Concord
  • Concord
    Delete stage in Concord
  • Concord
    Create company in Concord
  • Concord
    Search company in Concord
  • Concord
    Update company in Concord
  • Concord
    Delete company in Concord
  • Concord
    Create deal in Concord
  • Concord
    Search deal in Concord
  • Concord
    Update deal in Concord
  • Concord
    Delete deal in Concord
  • Concord
    Create user in Concord
  • Concord
    Search user in Concord
  • Concord
    Update user in Concord
  • Concord
    Delete user in Concord
  • Concord
    Create call in Concord
  • Concord
    Search call in Concord
  • Concord
    Update call in Concord
  • Concord
    Delete call in Concord
  • Concord
    Create product in Concord
  • Concord
    Search product in Concord
  • Concord
    Update product in Concord
  • Concord
    Delete product in Concord
  • Concord
    Create activity in Concord
  • Concord
    Search activity in Concord
  • Concord
    Update activity in Concord
  • Concord
    Delete activity in Concord
  • Concord
    Create pipeline in Concord
  • Concord
    Search pipeline in Concord
  • Concord
    Update pipeline in Concord
  • Concord
    Delete pipeline in Concord
  • Concord
    Search document in Concord
  • Concord
    Delete document in Concord
  • Jotform
    Get form submission by ID in Jotform
  • Jotform
    Create form submission in Jotform

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Ready Workflows Ready Workflows for Concord + Jotform Integration

Capture form submissions, create CRM contacts, organise deals, update pipelines, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Jotform + Concord Integration

Create Concord contact for new Jotform form submission

When someone completes your Jotform, a new contact is automatically created in your Concord. 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 - Concord integration set up makes it easy to manage your customer relationships and grow your business.
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Jotform + Concord Integration

Create Concord deal for new Jotform form submission

Integrating your Concord with your Jotform, can help you automatically create new deals 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 - Concord 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 Concord + Jotform flow

Sync form responses to your CRM while alerting your team, updating records, and triggering follow-ups across your favourite tools. Pick a combination and activate it in one click.

Concord
Jotform
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
PandaDocPandaDoc (3)
J
C
G
Create a Concord contact from every new Jotform submission, and send a confirmation email in Gmail
Every Jotform form submission instantly creates a contact in Concord and triggers a confirmation email in Gmail, removing manual data entry.
C
J
G
When a Concord deal stage changes, fetch the Jotform submission details and email the account owner in Gmail
Keep your team informed by emailing deal stage updates from Concord along with original Jotform submission details via Gmail.
J
C
G
Use ChatGPT to summarise every Jotform submission, update Concord notes, and email the brief in Gmail
Summarise Jotform responses using AI, log the summary as a Concord note, and email the brief to your team in Gmail.

Supported triggers and actions for Concord and Jotform

Mix and match to build the exact automation you need

Concord
Concord Triggers & Actions
Instant
Contact is created in Concord
Triggers the automation when a new contact is created
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Instant
Company is created in Concord
Triggers the automation when a new company is created
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Instant
Deal status is changed in Concord
Triggers the automation when the deal status is changed
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Instant
Deal is created in Concord
Triggers the automation when a deal is created
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Instant
Deal stage is changed in Concord
Triggers the automation when the deal stage is changed
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Stage is created in Concord
Triggers the automation when a new stage is created
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Note is created in Concord
Triggers the automation when a new note is created
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User is created in Concord
Triggers the automation when a new user is created
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Call is created in Concord
Triggers the automation when a new call is made
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Product is created in Concord
Triggers the automation when a new product is created
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Activity is created in Concord
Triggers the automation when a new activity is created
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Pipeline is created in Concord
Triggers the automation when a new pipeline is created
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Document is created in Concord
Triggers the automation when a new document is created
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Instant
Document status is changed in Concord
Triggers the automation when the document status is updated
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Create contact in Concord
Adds a new contact to the database
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Search contact in Concord
Finds and retrieves contact information
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Update contact in Concord
Updates contact information with new details
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Delete contact in Concord
Removes a contact from the address book
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Create note in Concord
Creates a new note in the particular format
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Update note in Concord
Updates a note with new information
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Search note in Concord
Searches for a note
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Delete note in Concord
Removes a selected note
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Create stage in Concord
Generates a new stage for the workflow
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Update stage in Concord
Updates the current stage in the workflow process
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Search stage in Concord
Searches for a stage
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Delete stage in Concord
Removes a stage or step from the workflow
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Create company in Concord
Generates a new company profile with given details
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Search company in Concord
Finds information about a company
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Update company in Concord
Updates company information
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Delete company in Concord
Removes a company from the database
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Create deal in Concord
Generates a new deal with
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Search deal in Concord
Retrieves and find a deal
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Update deal in Concord
Updates deal information based on new criteria or changes
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Delete deal in Concord
Removes a deal entry from the system
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Create user in Concord
Generates a new user account
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Search user in Concord
Searches for a user
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Update user in Concord
Updates user information
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Delete user in Concord
Removes a user from the system
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Create call in Concord
Initiates a call to the recipient
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Search call in Concord
Searches for a call
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Update call in Concord
Updates call information
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Delete call in Concord
Deletes a call entry from the database
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Create product in Concord
Generates and launch new products
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Search product in Concord
Searches for a product
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Update product in Concord
Updates product information
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Delete product in Concord
Removes a selected product from the database
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Create activity in Concord
Generates a new activity or task
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Search activity in Concord
Retrieves search results based on particular criteria
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Update activity in Concord
Updates the activity with the latest information
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Delete activity in Concord
Removes an activity or task from the system upon user command
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Create pipeline in Concord
Creates a new pipeline
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Search pipeline in Concord
Searches for a pipeline
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Update pipeline in Concord
Refreshes the pipeline configuration to reflect any changes made
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Delete pipeline in Concord
Removes a particular pipeline from the automation workflow
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Search document in Concord
Locates and retrieves document based on search criteria
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Delete document in Concord
Removes a particular document from the system
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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 Concord + Jotform?

Streamline your form submissions and CRM pipeline management with automated workflows designed for every stage of your sales process.

What you can automate?
🚀
Turn form submissions into CRM contacts automatically
Create a new contact and deal in Concord the moment a user submits a form in Jotform. Eliminate manual data entry and engage prospects instantly.
📋
Capture every submitted form field accurately
Map all custom fields, dropdown selections, and text responses from your Jotform forms directly into corresponding Concord contact and deal attributes.
🔔
Alert your team the moment leads arrive
Notify sales representatives in real time when high-value form submissions create new contacts or pipeline deals in Concord.
🔀
Route submissions based on form answers
Send form entries to different Concord pipelines or assign them to specific team stages depending on the criteria selected in Jotform.
🔄
Keep deal stages synchronised as things change
Update Concord deal stages and contact properties automatically when customer follow-ups or form responses occur.
🔍
Prevent duplicates with smart record searches
Search existing Concord contacts before creating new entries to keep your database clean and avoid duplicate records.
📑
Handle later status changes and milestone updates
Trigger automated follow-ups and pipeline updates in Concord when form statuses or deal milestones change over time.
🌐
Extend your workflow to messaging and email tools
Push Jotform data into Concord, then automatically send a confirmation email in Gmail or post an update in Slack.
And much more...

Who is Concord + Jotform integration for?

Sales teams, form administrators, and business owners managing pipeline growth rely on automated data flow to eliminate manual entry between their submission tools and CRM.

Performance marketers
Performance marketers
Sales reps
Sales reps
Operations managers
Operations managers
Agency account leads
Agency account leads
Business development teams
Business development teams
Customer success leads
Customer success leads
📈
Performance marketers
You review conversion metrics in Concord, but the records lag behind because form submissions sit unexported in Jotform — automating both apps means every submission populates your CRM instantly and your pipeline reports reflect live data.
Sales reps
You need to contact leads immediately, but form details remain trapped in Jotform until checked manually, missing the critical response window — connecting these apps means new leads appear in Concord seconds after submission so you can engage fast.
📋
Operations managers
You report on form volume and deal progression to stakeholders, but manual data transfers cause missing records and reporting gaps — this integration means every Jotform entry maps straight into your Concord pipeline for accurate tracking.
🏢
Agency account leads
The volume of client intake submissions is too high for anyone to keep up by hand, leading to lost customer details — automating both apps means every submission instantly becomes a structured contact and deal in Concord.
🤝
Business development teams
You own deal closing and depend on form coordinators to hand over lead details, resulting in delayed handoffs — this integration means submitted enquiries route directly into your Concord deals list without manual handoff delays.
🗂️
Customer success leads
You need a reliable history of prospect inquiries, but find missing notes and incomplete contact files from form submissions — with this integration, every Jotform submission builds a complete, accurate history in Concord.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Concord + Jotform

Build and manage your Concord + 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 Concord + 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
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2
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Concord to Jotform?
Frequently Asked Questions
You can connect Concord to Jotform in 1-click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations linking your CRM with Gmail, Slack, HubSpot, and 1,500+ other apps.
Can I automatically create Concord contacts from new Jotform submissions?
Frequently Asked Questions
Can I connect Concord, Jotform, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Concord and Jotform?
Frequently Asked Questions
How does Concord handle contact creation from form submissions?
Frequently Asked Questions
Can Jotform submissions trigger deal updates in Concord?
Frequently Asked Questions
Do I need coding skills to automate Concord and Jotform?
Frequently Asked Questions
Is the Concord and Jotform integration free?
Frequently Asked Questions
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You Can Also Connect Concord or Jotform With 1500+ Other Apps

Concord
Popular Concord Integrations
Connect Concord with CRMs, billing systems, and communication tools to manage your deals and sales pipelines.
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Jotform
Popular Jotform Integrations
Sync Jotform with spreadsheets, payment processors, and project management apps to manage form data across your stack.
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