Connect Close and Jotform
Integrate Close with Jotform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Close + Jotform flows
Start from a real workflow other teams are already running.
Choose a trigger
Close
When this happens...
New Call
New Contact
New Email
New Lead
Lead Status Change Updated
New Task
New Note
New Opportunity
Lead Updated
Lead Deleted
Task Updated
Task Completed
Task Deleted
Contact Updated
Contact Deleted
Email Updated
Email Sent
Email Deleted
New Email Thread Created
Email Thread Updated
Email Thread Deleted
Call Updated
Call Deleted
Note Updated
Note Deleted
Lead Status Change Deleted
CSV Import Created
CSV Import Completed
CSV Import Reverted
CSV Import Updated
Export Lead Created
Export Lead Updated
Export Lead Completed
Export Opportunity Created
Export Opportunity Updated
Export Opportunity Completed
Bulk Edit Created
Bulk Edit Updated
Bulk Edit Completed
Bulk Email Created
Bulk Email Updated
Bulk Email Completed
Contact Custom Fields Created
Activity Custom Fields is Created
Custom Activity Type Created
Custom Activity Instance Created
Custom Object Instance Created
Custom Object Instance Updated
Lead Status Created
Lead Status Updated
Opportunity Status Created
Opportunity Status Updated
Membership Activated
Membership Deactivated
Group Created
Group Updated
Saved Search Updated
Phone Number Created
Phone Number Updated
Email Template Created
Email Template Updated
SMS Template Created
SMS Template Updated
Comment Created
Comment Updated
Opportunity Updated
Comment Thread Created
Lead Merged
Opportunity Deleted
To get activity report
Choose an action
Jotform
Automatically do this!
Create Form
List Forms
Create Submission
List Form Questions
Add Question
Create Form in Jotform when New Call in Close
Use this flowList Forms from Jotform when New Call in Close
Use this flowCreate Submission in Jotform when New Call in Close
Use this flowList Form Questions from Jotform when New Call in Close
Use this flowAdd Question to Jotform when New Call in Close
Use this flowCreate Form in Jotform when New Contact in Close
Use this flowList Forms from Jotform when New Contact in Close
Use this flowCreate Submission in Jotform when New Contact in Close
Use this flowList Form Questions from Jotform when New Contact in Close
Use this flowAdd Question to Jotform when New Contact in Close
Use this flowSupported Triggers & Actions
Everything you can automate between Close and Jotform.
When this happensTriggers
A trigger is an event that starts a workflow.
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
New Lead
Triggers when a new lead is created.
Lead Status Change Updated
Triggers when a Lead status change is updated.
New Task
Triggers when a new task is created or completed.
Do thisActions
Action is the task that follows automatically within your Close integrations.
Create Contact
create a contact.
Update Contact
Update an existing contact.
Create Task
Creates a New Task.
Create Bulk Email
create a bulk mail.
Delete Email
delete an Email on lead.
Update Call
Updates a New call.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Close and Jotform workflows.
Learn how to automate Close and Jotform workflows.
Learn More About Automation
7 Ways to Automate Jotform
Learn how viaSocket connects JotForm to 5,000+ apps to automate submissions, including Excel exports, Gmail alerts, Brevo subscribers, Notion entries, webhooks, Xero invoices, and Bitrix24 CRM updates.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Close and Jotform free
No credit card required. Set up your first workflow in minutes.
About Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn more
About Jotform
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Close and Jotform accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Close and Jotform as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Jotform. No coding required.
Yes. You can set up a workflow where Close triggers actions in Jotform, and a separate workflow where Jotform triggers actions in Close. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Close and Jotform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Close and Jotform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
