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DoubleScale
Jotform integration

Send Jotform forms straight to your CRM

Connect Jotform to DoubleScale with your API key: each submission creates or updates a contact in your WordPress CRM and starts the follow-up automatically.

  • Included in every paid plan
  • Runs on your WordPress site
  • Unlimited contacts
yoursite.com/wp-admin › DoubleScale
  1. Jotform form submittedContact form · Homepage
  2. Contact saved in DoubleScaleNoah Patel · noah@example.com
  3. Workflow startedTag "Lead" and send a reply

Illustration. Your forms, fields and workflows appear here.

How it works

Connect a form in three steps

Everything is set in DoubleScale; your forms keep working as they do today.

  1. 1

    Pick the form

    Add your Jotform API key under DoubleScale › Integrations, then choose the Jotform form in Forms › Create.

  2. 2

    Match the fields

    Map each form field to a DoubleScale contact field, choose lists and tags, and decide whether existing contacts are updated.

  3. 3

    Follow up

    Add the Jotform trigger in Automations to email, tag or assign each new lead.

What you get

Every submission, ready to follow up

One connection per form, with its own mapping, lists and tags.

No webhook to set up

DoubleScale adds the webhook to your Jotform form for you, and removes it when nothing uses it any more.

Contacts from the fields

Map the fields once; each submission creates the contact, or updates it when you allow that.

Lists and tags

Add the contact to lists and tags as they submit, so the right campaigns reach them.

Double opt-in

Send the confirmation email before new contacts join your lists.

A Jotform trigger

Start a workflow when a chosen Jotform form is submitted.

Conditions on answers

Branch a workflow on what the visitor chose or typed in the form.

Contact settings

You decide what each form does

  • Field mapping: email, name, phone, address, company and your custom contact fields.
  • Existing contacts: update them with the new answers, or leave them as they are.
  • Lists and tags: added the moment the form is submitted.
  • Double opt-in: ask new contacts to confirm their email first.
Jotform merge tags

Every field of the form is a merge tag in the workflows it starts.

  • Name
  • Email
  • Phone
  • Message
  • Any field you add
Ideas to start with

Workflows to start with

Answer new leads fast

  1. Jotform form submitted
  2. Assign the contact to a sales rep
  3. Send a reply email with their answers

Route by interest

  1. Jotform form submitted
  2. If "Service" is "Consulting"
  3. Add the tag and create a deal

Nurture subscribers

  1. Jotform form submitted
  2. Add to the list "Newsletter"
  3. Start a welcome email sequence
FAQ

Jotform integration questions

How DoubleScale works with Jotform.

Which DoubleScale plan do I need for Jotform?

The Jotform integration is included in every paid DoubleScale plan. Contact Form 7, WPForms, Fluent Forms and Quill Forms also work on the free plan.

How does DoubleScale connect to Jotform?

With your Jotform API key, saved under DoubleScale › Integrations. When you connect a form, DoubleScale adds a webhook to it, so submissions arrive the moment they are made.

Does a submission overwrite an existing contact?

Only when you turn on "Update existing contact" for that form. Otherwise a submission from an email you already have leaves the contact as it is.

Can I use the answers in emails?

Yes. Each form field is a merge tag in the workflows the Jotform trigger starts, so you can put any answer into an email, SMS or WhatsApp message.

Can one form start different workflows?

Yes. Several workflows can use the same form, and conditions on the answers decide which steps each submission takes.

Get started today

Run your whole business from WordPress

Start with the free plugin and add Pro modules when you need them. Unlimited contacts on every plan, and your data stays on your own server.

  • Free forever plan
  • Unlimited contacts
  • 14-day money-back guarantee
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