Jotform to Creatio (Webhook + Make.com No-Code Integration Guide)

Integrating Jotform with Creatio CRM through Make allows you to automate workflows, synchronize data, and avoid manual input. Every time a form is submitted in Jotform, Make captures the submission and sends the data to Creatio CRM through a webhook.

Need a ready-made setup? Get the Creatio Jotform Quick Start Package →

Steps at a glance

1. Create your Jotform and generate an API key
2. Copy the Creatio Lead Webhook URL
3. In Make: add Jotform “Watch for Submissions”
4. Add HTTP module: POST to Creatio webhook
5. Map fields and format date/time
6. Run a test and activate the scenario

Who this guide is for (Creatio no‑code builders)

• Creatio citizen developers and no‑code creators
• Teams who want to auto‑create Leads in Creatio from Jotform without custom code
• Admins who prefer Make.com scenarios over custom REST/OData scripts

What you’ll achieve

• Auto‑create Leads (or Contacts/Cases) in Creatio from any Jotform
• Map Jotform fields to Creatio columns without code
• Use Creatio’s webhook and Make.com for reliable, scalable automation

Video Tutorial

Watch this step-by-step video guide to see the entire integration process in action:

1. Set up the Jotform account

Create and Configure Your Form

a. Create an account at Jotform.
b. Build your form with all the required fields (Lead Name, Email, Phone, etc.).

Get Your API Key

c. Get your API key:

• Go to Account Settings → API
• Generate a key with Full Access

This API key will later be used to connect Jotform with Make.

2. Get the webhook URL from Creatio

To connect Creatio with Make, you need to obtain the Webhook URL that will receive Jotform submissions.

1. Go to the Lead section in Creatio.
2. In the top menu, click Import.
3. From the dropdown, select Web forms and pages.

4. A list of web form integration options will open.
5. Click Get your webhook URL.

6. Copy the generated Webhook URL — you’ll use this in your Make scenario.

3. Set up the Make account

Create Your Automation Scenario

a. Create a Make account at Make.
b. Create a New Scenario: In Make, scenarios define the automation workflows.

• Open Scenarios → Create a New Scenario.

Configure Jotform Module

Add your first module: Jotform → Watch for Submissions

1. Click the plus icon in the blank canvas to select your app.
2. Search for and click Jotform.
3. Select Watch for Submissions under Form Submissions.

4. Click the Create Webhook button.

5. Configure the following:
   • Webhook Name — custom name
   • Connection — connect your Jotform account
   • Connection Name — personalize if multiple accounts
   • API Key — paste the key generated earlier

Note: If you are an EU, HIPAA, or Enterprise Jotform user, toggle Show advanced settings and configure your domain.

6. Select the Form that will trigger the scenario.

Click the Save button to save your connection settings with Jotform.

At this step, you must set up the following:

• Team — If the form you’re going to select isn’t in the team, choose No team assigned from the dropdown.
• Form — Select the form that will act as the trigger for your scenario.

Make will automatically generate a webhook for Jotform.

Connect Make to Creatio: Add the second module

After Jotform is connected:

1. Click Add another module.
2. Select HTTP → Make a Request.

Configure the request:

• URL: Creatio webhook URL
• Method: POST
• Body type: Raw
• Content type: JSON

Request Content Example:

{
  "LeadName": "{{1.request.q3_name.first}} {{1.request.q3_name.last}}",
  "Email": "{{1.request.q4_email}}",
  "MobilePhone": "{{1.request.q5_phoneNumber.full}}",
  "PredictiveScore": "{{1.request.q7_number}}",
  "MeetingDate": "{{1.request.q9_date.year}}/{{1.request.q9_date.month}}/{{1.request.q9_date.day}} {{1.request.q9_date.timeInput}} {{1.request.q9_date.ampm}}",
  "EntityName": "Lead"
}

Field Descriptions

Out of the box, Creatio attempts to parse the webhook of an identified structure to add a record. The webhook must contain the following parameters:

• EntityName: specifies the code of a Creatio object to add a record. Example: "Lead".
• Object column codes: must match Creatio fields. Example:
  • LeadName → Full name
  • Email → Email
  • MobilePhone → Phone
  • PredictiveScore → Number

Finally, click the OK button to save.

4. Testing the Scenario

Now that both Jotform and the Creatio app are connected, it’s time to test your scenario:

1. Click the Run Once button in your Make scenario flow.

2. Submit a test entry in your Jotform.

3. When the test runs successfully:

   • The scenario will stop.
   • You will see a checkmark on both Jotform and Creatio modules.
   • You’re now ready to activate your scenario.

Verify Results in Creatio

Check if the request is successfully received in Creatio.

If successful, you’ll see a new Lead record created automatically in Creatio CRM.

Want this live faster? Get the Creatio Jotform Quick Start Package →

5. Activate the Scenario

1. Go back to your scenario diagram in Make.
2. Toggle the On/Off switch to On.

From now on, every new Jotform submission will be sent automatically to Creatio.

After activation, every new submission instantly creates a record (Lead, Contact, Case, etc., depending on your mapping) in Creatio CRM.

Conclusion

Integrating Jotform with Creatio via Make provides numerous benefits:

• Automates data flow between systems
• Eliminates manual entry and reduces errors
• Ensures real-time updates in your CRM
• Improves lead response time and customer experience

Every form submission is automatically turned into actionable business insight in your Creatio CRM.

Ready to Get Started Faster?

Skip the manual setup and get your Jotform-Creatio integration live with our Creatio Jotform Quick Start Package! Our comprehensive service handles the entire integration process from requirements analysis to deployment.

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Next Steps

To enhance your integration further, consider:

1. Adding data validation rules in Make
2. Setting up error handling for failed submissions
3. Creating custom fields in Creatio for additional form data
4. Implementing lead scoring based on form responses
5. Setting up automated follow-up processes in Creatio

Pre-Built Marketplace Solutions

For even easier implementation, check out our ready-to-use Creatio marketplace addons:

• Experceo Jotform Connector for Creatio - Native Jotform integration with pre-configured mappings and automated workflows
• Experceo Make.com Connector for Creatio - Streamlined Make integration with enhanced error handling and monitoring

These addons provide plug-and-play functionality with advanced features like automated retry mechanisms, detailed logging, and visual workflow builders.

For more Creatio integration guides and development tips, explore our other articles in the Integration and Development sections.

Related Guides

• How to setup your first Creatio application for development

Troubleshooting (Quick Wins)

• No Lead created: verify webhook URL + EntityName="Lead".
• 4xx/5xx errors: inspect Make module execution details.
• Date/time issues: format to ISO 8601 before POST.
• EU/HIPAA: set correct Jotform region domain.

FAQ: Jotform → Creatio Integration

Can I enrich Lead data automatically?

Yes. After the Jotform trigger, call an enrichment API and merge fields before sending to Creatio.

How do I map file uploads?

Download file via its URL in Make, then upload to Creatio file endpoint with the created record ID.

Can I prevent duplicate records?

Search by email first (REST/OData). If found: update; else: create.

Why are number fields stored as text?

Remove quotes around numeric values or cast in Make before the POST.

Is the API key required for Creatio?

Only for Jotform → Make authentication. Creatio webhook itself is public for submission.

How do I handle conditional optional fields?

Use a router in Make and omit empty keys to avoid overwriting existing data.