Jotform

Overview

Use Zapier to connect Jotform to LeadExec—no code required. Trigger on new submissions, then map fields to LeadExec using the LeadExec Zapier action.

How it works

1. Trigger: Jotform New Submission.
2. Action: Zapier LeadExec action posts the lead to your campaign/source.
3. Processing: LeadExec authenticates, maps, and routes the lead.

Prerequisites

• Jotform form (live)
• Zapier account with access to the LeadExec app/action
• LeadExec Posting Instructions for field reference

Setup

1. In Zapier, create a Zap:
   • Trigger: Jotform → New Submission (connect Jotform).
   • Action: LeadExec → Create Lead (authenticate).
2. Map fields from Jotform to LeadExec field names per Posting Instructions.
3. Add any required routing/constant values.
4. Test and turn the Zap On.

Field mapping notes

• Use the exact LeadExec field names; include consent/metadata if required.
• For complex forms, consider a Formatter step to normalize values.

Example (typical mapping)

• Jotform first_name → LeadExec FirstName
• Jotform phone_number → LeadExec Phone
• Jotform email → LeadExec Email

Testing

• Submit a live Jotform entry.
• Confirm arrival and routing in LeadExec; inspect Zapier task history if issues occur.

Troubleshooting

• Zap not triggering? Confirm the correct Jotform form and account connection.
• Missing fields? Check that every required LeadExec field is mapped.
• Authentication errors? Reconnect the LeadExec action in Zapier.

FAQs

Can I bypass Zapier? You can post directly via webhook if desired; follow LeadExec Posting Instructions for endpoints and payloads.

See also / CTA

• Help Center: Adding Leads — https://leadexechelp.clickpointsoftware.com/en/collections/3422888-adding-leads
• Need help verifying your Zap? Support can review your mapping and sample payload.