Leads · 4 steps
Form to Salesforce / Zoho lead
Creates a Salesforce Lead with the form answers for every Jotform submission, adds it to your OrqLabs leads and notifies your team with the Salesforce link. See the setup notes for Zoho CRM and Google Forms.
Required integrations
Messages it sends
Internal only
Sends nothing to customers; it only notifies you and your team, so İYS consent rules don't apply.
Budget cap: At most $0.1 per run
What this template does
This Leads template has 4 steps and is copied into your own project in one click; you then change the copy in the editor as you like. Who it's for: real estate, education, B2B sales and agencies.
Accounts you need to connect: Jotform and Salesforce. The budget cap is $0.1 per run; when the cap is reached, the remaining steps don't run.
When it runs
The workflow starts when New form submission happens in your Jotform account. Jotform delivers the event instantly by webhook; the webhook subscription is created automatically when you connect the account. Only events that meet the template's condition start the workflow; you can change the condition in the panel.
How it works
- 01
Jotform · New form submission
Integration eventStarts the workflow when “New form submission” happens in your Jotform account.
- 02
Salesforce · Create lead
Salesforce: Creates a Lead (Last name and Company are required by Salesforce; missing values are filled from the name / e-mail domain).
- 03
Create / upsert lead
Creates a lead from incoming data, or updates it if the email or phone already exists, e.g. adding everyone who fills in your web form.
- 04
Notify team
Sends your project team an in-app notification, email, Slack or Telegram message; e.g. when a hot lead comes in.
Setup notes
- Account choices, message template names and consent rules for this template are covered step by step in the setup guide (in Turkish).
How to customise it
- Change the per-run budget cap ($0.1) under Settings; with an economy model you can lower the cap too.
- Before activating it, test the workflow with Test run; the run panel shows every step's input and output.
Frequently asked questions
Where are the leads saved?
On the Leads page of the app, with their score, status and source. If your sales team uses another tool, add a Sync to CRM / Sheet node to the workflow to push the leads there too.
Does it send messages to my customers?
No. This template only notifies you and your team; it sends nothing to customers, so İYS rules don't apply.
How much does a run cost?
The template comes with a budget cap of $0.1 per run; when the cap is reached, the remaining steps don't run. The real cost depends on the model you choose and the number of items; you change the cap under Settings.
Can I use the template before connecting the accounts?
Yes. The workflow is still created; the affected node shows a warning during validation, and the warning disappears once you connect the account.
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