LumaKol
Jotform

Jotform submissions, called by the right person

Add the URL LumaKol gives you to your form’s WebHooks integration. Each submission becomes a lead, with Jotform’s name, phone and address fields filled in properly, and goes to a caller.

  • Name, phone and address fields understood
  • Form title saved as campaign
  • Every other answer kept
A woman at a reception desk filling in a form on a tablet

Who it’s for

Clinics, schools, event organisers, NGOs and service businesses that use Jotform for registrations, appointment requests and applications, often on a tablet at the front desk. Each submission that needs a callback becomes a lead in a caller’s queue.

  • Jotform’s Full Name field arrives as one name, and its Phone field as one number with the area code.
  • An Address field fills the lead’s street address, city, state and postal code.
  • Dates and every other answer are saved as a note.

How to connect it

  1. 1

    Add Jotform as a lead source

    In LumaKol, go to Setup → Lead sources, choose Add source, then Jotform, and copy the webhook URL.

  2. 2

    Add the WebHooks integration

    Open the form in the Jotform Form Builder, go to Settings → Integrations, search for WebHooks, paste the URL and click Complete Integration.

  3. 3

    Check the form fields

    Make sure the form has a Phone field. Fields labelled like name, email, company or city fill those lead fields.

  4. 4

    Choose who gets the leads

    Give submissions to one person or share them in turn, set the starting stage and tags, then submit a test entry; it appears under Activity.

What comes in with each submission

  • Name and phone from Jotform’s Full Name and Phone fields, and the email
  • Street address, city, state and postal code from an Address field
  • The form’s title, saved as the lead’s campaign
  • Every other answer, dates included, as a note

After the lead arrives

Jotform’s own fields, such as form IDs and the visitor’s IP address, are left out. A submission is added once even if it is sent again, and a person who is already a lead gets the new submission as a note on their lead instead of a duplicate.

Plans

Included on Growth, Business and Enterprise, and in the free trial.

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Questions

How quickly does a Jotform submission arrive?+

As soon as Jotform sends it, normally within seconds of the submission. The caller gets a push notification as the lead is added.

Does the form need a phone field?+

Yes. A submission without a phone number is not added, because every lead needs a number to call. The activity log shows it as Not added.

Will Jotform still email me each submission?+

Yes. The WebHooks integration is separate from your form’s email notifications, which carry on as before.

Can I connect several forms?+

Yes. Add the WebHooks integration with the same URL to each form; the form’s title is saved as each lead’s campaign.

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