Overview
This guide explains how to integrate JotForm submissions into Dazos CRM so that incoming data automatically creates Lead records and optionally triggers Verification of Benefits (VOB) workflows.
The integration mirrors how Webform submissions are currently processed within the CRM but adds compatibility with JotForm’s JSON-based submission format.
By completing this setup, CRM administrators can automate lead intake, reduce manual data entry, and ensure consistent workflow execution across all form sources.
Before You Begin
Make sure you have the following:
Admin access to Dazos CRM.
A valid JotForm API Key.
At least one published JotForm form ready for integration.
Awareness of required CRM fields (e.g., First Name, Last Name, Phone, Email).
Knowledge of the workflows that should be triggered (Lead creation and/or VOB).
Detailed Summary: JotForm Integration into CRM Workflow
Integration Objective
As a CRM user, you can integrate JotForm submissions into the CRM in the same way that Webforms currently operate — allowing submitted data to automatically create Leads and initiate Verification of Benefits (VOB) processes.
This integration fully supports the JSON data format used by JotForm.
Integration Requirement: Automating Lead Creation and VOB Triggering
Goal:
Configure the CRM to process JotForm submissions using the same workflow that handles standard Webforms.
Required Functionality:
The integration must automatically:
Use submitted JotForm data (in JSON format) to create new Lead records in the CRM.
Trigger the VOB process immediately after each successful submission.
This requirement ensures that submitted data is efficiently processed, eliminating manual entry, and guaranteeing that VOB verification begins without user intervention.
What We Are Doing – User Story
As a CRM Administrator, I want to integrate JotForm submissions into the CRM the same way Webforms currently operate, so that submitted data:
Automatically creates Leads, and
Triggers Verification of Benefits (VOB) processes,
while supporting JotForm’s JSON-based submission structure.
👤 User Perspective Document: JotForm Integration into CRM
🧑💼 Role:
CRM Administrator — responsible for managing lead intake, automation workflows, and ensuring data consistency across all form submissions.
🎯 Primary Goal:
Enable seamless integration of JotForm submissions into the CRM to:
Automatically create Leads
Trigger VOB processes
Maintain consistent data handling between JotForm and Webform sources
📘 Current State:
Webforms are currently integrated with the CRM, supporting Lead creation and VOB initiation.
JotForm, however, sends submissions in JSON format, which differs from the CRM’s existing POST-based Webform handler.
🔍 User Expectations:
✅ JotForm submissions should be processed without duplicating logic.
✅ The CRM should reuse existing Webform workflows for validation, Lead creation, and VOB triggering.
✅ Admins must be able to configure field mappings between JotForm and CRM Lead fields.
✅ The integration should support multi-tenant environments.
✅ Logs must provide traceability for each webhook event.
Steps
1. Access JotForm Integration Settings
Log in to Dazos CRM.
Navigate to Settings → CRM Settings → JotForm Settings.
This area allows you to connect JotForm, add forms, and configure workflow behavior.
2. Add a JotForm API Key
In your JotForm account, go to Settings → API and copy the API key.
In Dazos CRM, paste the key into the Form API Key field.
Click Save / Connect to authenticate the connection.
Once connected, the CRM will display an option to Add Form for mapping.
The assigned user will be visible in the "assigned to" section within
the lead module and other modules.
3. Add and Configure a Form
Click Add Form in the integration settings.
The CRM will retrieve a list of available forms from your JotForm account.
Select the form you want to integrate and proceed to the mapping stage.
4. Define Workflow Type
Before mapping fields, choose the workflow type to determine automation behavior:
Create Leads Only – Generates a new Lead without starting the VOB process.
Create Leads and Trigger VOB – Generates a Lead and automatically initiates a Verification of Benefits workflow.
5. Map JotForm Fields to CRM Fields
Click the Edit (✎) icon beside your form to open the mapping screen.
Map each JotForm field to its corresponding CRM field.
Example: JotForm Field: “Date of Birth” → CRM Field: “DOB”
Ensure all required CRM fields are mapped.
Save your configuration once complete.
Tip: Consistent field names between JotForm and CRM reduce mapping errors and simplify maintenance
Users must be aware of the field mapping to ensure all data from the JotForm is successfully synchronized with the CRM. A Lead will be created based on this data, so users must be familiar with the mandatory fields within the CRM.
6. JotForm Data Flow into CRM
Once configured, each JotForm submission follows this automated workflow:
Data Reception: A webhook delivers JotForm submission data (in JSON) to the CRM.
Lead Creation: The CRM creates a new Lead record using the mapped fields.
VOB Trigger (optional): If configured, the CRM automatically triggers a VOB process.
Assignment: The system populates the Assigned To field with the correct user.
Notifications: The assigned user receives an internal notification confirming the new record.
Logging: Admins can monitor webhook activity under Integration Logs for traceability.
7. Verify Integration
Submit a test entry using the integrated JotForm.
Open the Leads module in Dazos CRM.
Confirm that the new Lead appears with the correct field data.
If “Trigger VOB” was enabled, check the VOB module to confirm the process started automatically.
Review Integration Logs for webhook confirmation.
Verification / Expected Result
Each JotForm submission automatically creates a Lead in Dazos CRM.
If configured, the VOB workflow begins immediately.
Mapped fields accurately sync between JotForm and CRM.
Administrators can trace all webhook and submission activity.
Troubleshooting / Common Errors
Issue | Cause | Solution |
Lead not created | Required fields not mapped or invalid API key | Recheck mapping and reconnect JotForm |
Field data incorrect | Mismatched data types between JotForm and CRM fields | Match text, date, and picklist types correctly |
VOB not triggering | Workflow type set to “Create Leads Only” | Change to “Create Leads and Trigger VOB” |
Submission delay | Webhook delivery delayed by JotForm | Confirm webhook activity logs in both systems |