Use Jotform with AI
Connect nowTurn new submissions into leads.
Forms & lead capture
Using Jotform in an agency
Jotform is the same job as Typeform: a form you already run, turned into a lead with the fields they actually filled. Do not require a form to ask for more personal data than the instruction needs.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadRead new submissions
- Update recordsCreate a lead from a submission
Example requests
Opens as a draft in your workspace once this is available. Nothing is sent by choosing one.
- “Turn new valuation requests into CRM leads and flag incomplete submissions.”Also needs: CRM. Submissions are deduplicated and mapped first.
Before you connect
- Account you’ll need
- A Jotform account
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Jotform need?
A Jotform account
Will a bot change Jotform without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Jotform partner?
No. You connect an account you or your agency already have, through Jotform’s own sign-in, where that connection is in the catalogue.