How to Use Zapier to Sync Jotform Data with Agent CRM Contacts

Original Question:

Jeremiah Nolen asked:
“I have a Jotform that my Facebook leads can fill out after submission and also send emails out to them once they submit the info. Anyway I can have that info or maybe just the link to their form attach to their contact using Zapier?”

Answer:

Yes! You can use Zapier to automatically transfer Jotform submission data to the corresponding contact in Agent CRM. This ensures that any additional details submitted through Jotform are attached to the right person inside your CRM.

How to Set Up Zapier to Sync Jotform Data with Agent CRM

Step 1: Ensure Custom Fields Exist in Agent CRM

Before connecting Jotform to Agent CRM, make sure that all the fields from your Jotform match existing Custom Fields in Agent CRM.

📌 To check this:

1. Go to Settings > Custom Fields in Agent CRM
2. Add any new custom fields if necessary (e.g., “Health Questionnaire Link” or “Additional Info”)

Step 2: Set Up a Zap in Zapier

1. Log in to Zapier and click “Create Zap”

2. Select Jotform as the Trigger App

   • Choose “New Form Submission” as the trigger event
   • Connect your Jotform account
   • Select the specific form you want to use

3. Select Agent CRM as the Action App

   • Choose “Add/Update Contact” as the action event
   • Connect your Agent CRM account

4. Map Jotform Fields to Agent CRM Fields

   • Ensure that Jotform’s email field or phone number field matches the existing contact in Agent CRM
   • Map all additional form responses to their corresponding custom fields in Agent CRM

5. Test the Zap & Activate It

   • Run a test submission to verify that the contact is updated correctly
   • Click “Turn on Zap” to activate the automation

Key Considerations

✅ Ensure Contacts Match: If the email or phone number doesn’t match an existing contact, Agent CRM will create a new contact instead of updating the existing one.

✅ Only Map Necessary Fields: Avoid mapping every field unless relevant, as this could clutter your contact records.

✅ Use a Link Instead of Full Data: If you prefer not to store all Jotform data in Agent CRM, you can only pass the form submission link to a custom field in the contact’s record instead.

Why Automate This Process?

✔ Saves time—No need for manual data entry
✔ Keeps contacts updated with the latest submitted information
✔ Ensures smooth lead follow-up with all necessary data in one place
✔ Reduces duplication errors by linking submissions to existing contacts

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

• Increase Your Contact Rate for New Leads (Using Technology and AI)
• Automate New Insurance Lead Campaigns
• A Winning Marketing Strategy for T65 Leads

Watch and Learn

For additional insights, check out our YouTube channel for helpful tutorials like this one:

Radical Marketing Ideas for 2025 (INSURANCE AGENTS)