Integrations / CRM / Actionstep / Create Individual Contact with New Submission

Create individual contacts in Actionstep with new form submissions

Automatically create individual contacts in Actionstep with Jotform's seamless integration. This automation ensures that new form submissions made through Jotform are instantly added as individual contacts in Actionstep, streamlining your legal practice management process.

Add Jotform new submission data to Actionstep individual contacts

Incorporate new submission data from Jotform into individual contacts in Actionstep. This integration guarantees that information from form submissions is efficiently integrated into individual contact records in Actionstep.

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When this happens...

New Submission

A user submits a new form response

Actionstep

Do this!

Create Individual Contact

An individual contact is created in Actionstep

Integrate with Actionstep

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Create File Note with New Submission

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Jotform Icon Actionstep

Create Matter with New Submission

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