Connect Membrain and Jotform to Build Intelligent Automations

Choose a Trigger

Membrain

When this happens...

Choose an Action

Jotform

Automatically do this!

Ready to use Membrain and Jotform automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when a new activity is created.

Prospect Disqualified

Prospect Disqualified

Triggers when a prospect has been disqualified.

Prospect Moved to Stage

Prospect Moved to Stage

Triggers when a prospect is moved to a specific stage.

Sales Project Archives

Sales Project Archives

Triggers when a sales project is archived.

New Sales Project

New Sales Project

Triggers when a new sales project is created.

Sales Project Won

Sales Project Won

Triggers when a sales project is won.

Do thisActions

Action is the task that follows automatically within your Membrain integrations.

Create Company

Create Company

Creates a new company

Create Contact

Create Contact

Creates a new contact.

Create Prospect

Create Prospect

Creates a new prospect.

Create Activity

Create Activity

Creates a new activity.

Create Sales Project

Create Sales Project

Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.

Get Submission Data

Get Submission Data

Get an existing submission data.

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Step by step guides to integrate Membrain and Jotform

Frequently Asked Questions

How do I start an integration between Membrain and Jotform?

To start, connect both your Membrain and Jotform accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Jotform (or vice versa).

Can we customize how data from Membrain is recorded in Jotform?

Absolutely. You can customize how Membrain data is recorded in Jotform. This includes choosing which data fields go into which fields of Jotform, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Membrain and Jotform?

The data sync between Membrain and Jotform typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Membrain to Jotform?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Membrain and Jotform?

Yes, you can set conditional logic to control the flow of data between Membrain and Jotform. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Membrain

About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

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Jotform

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.

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