EspoCRM + Jotform Integration

Integrate EspoCRM to Jotform in one click, or tell Integrately AI how you want each submission handled. Capture every submitted form, create or update contacts in EspoCRM, and trigger follow-ups automatically.

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1.
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
  • Jotform
    Form is submitted in Jotform
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2.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM
  • Jotform
    Get form submission by ID in Jotform
  • Jotform
    Create form submission in Jotform

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Ready Workflows Ready Workflows for EspoCRM + Jotform Integration

Capture online submissions, create contacts, update accounts, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Jotform + EspoCRM Integration

Create EspoCRM contact for new Jotform form submission

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

Create EspoCRM 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 EspoCRM 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 EspoCRM task for new Jotform form submission received today - your customers will thank you for it!
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Connect more apps to your EspoCRM + Jotform flow

Send form responses into your broader business stack to notify teams, update sheets, and sync marketing lists. Pick a combination and activate it in one click.

EspoCRM
Jotform
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
J
G
E
Add every Jotform form submission to your Google Sheets spreadsheet, and create a contact in EspoCRM.
New Jotform submissions appear in your Google Sheets spreadsheet and create EspoCRM contacts instantly, eliminating manual data entry.
E
G
J
When a contact is updated in EspoCRM, update the matching spreadsheet row in Google Sheets, and get the form submission by ID in Jotform.
Keep Google Sheets updated whenever EspoCRM contact records change, referencing the original Jotform submission.
J
C
G
E
Use Claude to summarise every Jotform form submission, save the summary in Google Sheets, and create a task in EspoCRM.
Use Claude to analyse new Jotform entries, log summaries in Google Sheets, and set up follow-up tasks in EspoCRM.
E
G
J
When a lead is created in EspoCRM, log the details in Google Sheets and retrieve the original Jotform submission.
Log newly created EspoCRM leads in Google Sheets alongside their original Jotform submission data.

Supported triggers and actions for EspoCRM and Jotform

Mix and match to build the exact automation you need

EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
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Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
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Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
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Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
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Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
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Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
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Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
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Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
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Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
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Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
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Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
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Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
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Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
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Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
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Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
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Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
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Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
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Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
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Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
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Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
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Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
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Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
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Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
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Search lead by name in EspoCRM
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Create contact in EspoCRM
Adds a new contact to the database
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Search contact in EspoCRM
Finds and retrieves contact information
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Update contact in EspoCRM
Updates contact information with new details
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Delete contact in EspoCRM
Removes a contact from the address book
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Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
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Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
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Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
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Search account in EspoCRM
Searches for account information
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Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
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Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
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Create opportunity in EspoCRM
Creates a new instance of the support system
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Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
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Update opportunity in EspoCRM
Updates the opportunity details as needed
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Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
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Update case in EspoCRM
Updates case details
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Delete account in EspoCRM
Removes an account and all associated data from the system
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
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Search call in EspoCRM
Searches for a call
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Update call in EspoCRM
Updates call information
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Delete call in EspoCRM
Deletes a call entry from the database
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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 EspoCRM + Jotform?

Streamline lead capture and data management by connecting online form submissions directly to your CRM records.

What you can automate?
📋
Create EspoCRM contacts from form entries
Generate new EspoCRM contact records automatically the moment a Jotform form is submitted. Eliminate manual copying and ensure immediate lead capture.
🎛️
Capture every submitted form field
Map all available Jotform question answers into specific EspoCRM fields. Store comprehensive customer details without losing context.
🔔
Notify your team on instant messaging
Alert sales or support personnel the second a new submission arrives, ensuring fast response times for high-value prospects.
🔀
Route submissions based on form answers
Direct leads to different EspoCRM pipelines or assign tasks conditionally depending on what options respondents choose in your forms.
🔄
Keep EspoCRM records updated as forms change
Synchronise modifications seamlessly so your CRM always reflects the most current information submitted through your online questionnaires.
🔍
Search and update existing records
Check if a contact already exists in EspoCRM before processing a submission, preventing duplicate entries and cluttered databases.
📅
Manage status changes and meetings
Trigger follow-up tasks, schedule calls, or update opportunity stages automatically when submission workflows progress.
📊
Extend your workflow to Google Sheets
Log form responses into Google Sheets alongside your EspoCRM database to maintain secondary backups and team reporting sheets.
And much more...

Who is EspoCRM + Jotform integration for?

Connecting EspoCRM and Jotform streamlines data capture and relationship management, making customer onboarding and lead tracking effortless for growing teams.

Performance marketers
Performance marketers
Sales reps
Sales reps
Client success managers
Client success managers
Operations leads
Operations leads
Account executives
Account executives
CRM administrators
CRM administrators
📈
Performance marketers
You report on form conversions in EspoCRM every week, but manual data entry leaves your dashboards out of date — automating both apps means every submission updates your records instantly.
Sales reps
You need to act fast on incoming leads, and finding out about Jotform submissions too late means losing deals — this integration means every new entry triggers an immediate EspoCRM contact.
🤝
Client success managers
You answer to clients who want to see quick follow-ups, but lagging form data makes tracking difficult — connecting these apps means every client request logs straight into EspoCRM.
🏢
Operations leads
The volume of online submissions is too high for anyone to keep up by hand, resulting in missed leads — automating both apps means every Jotform entry syncs to EspoCRM without manual work.
💼
Account executives
You own the next step and depend on marketers to hand over lead details, but manual handoffs cause delays — this integration means Jotform submissions create EspoCRM opportunities instantly.
🗂️
CRM administrators
You need a reliable history of all customer interactions and keep finding gaps from unrecorded submissions — automating both apps means every form creates complete EspoCRM records.
Our team

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Why choose Integrately to automate EspoCRM + Jotform

Build and manage your EspoCRM + 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 EspoCRM + 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 EspoCRM to Jotform?
Frequently Asked Questions
You can connect EspoCRM to Jotform in 1 click using ready workflows on Integrately, or use Integrately AI to build your custom automation. Connect your accounts and start syncing data instantly with Google Sheets, Slack, and Gmail.
Can I automatically create EspoCRM contacts when a Jotform form is submitted?
Frequently Asked Questions
Can I connect EspoCRM, Jotform, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Jotform?
Frequently Asked Questions
How are EspoCRM contacts updated through Jotform submissions?
Frequently Asked Questions
Can I get form submission details from Jotform into EspoCRM?
Frequently Asked Questions
Do I need coding skills to set up EspoCRM and Jotform integrations?
Frequently Asked Questions
Is the EspoCRM and Jotform integration free?
Frequently Asked Questions
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