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CRM

SIMBA + Jotform

Submit Jotform forms from voice — every caller becomes a lead.

Jotform API docs

Let the agent fill out a Jotform on behalf of the caller. Every inbound call that qualifies becomes a form submission, triggering your existing Jotform workflow (email alerts, CRM push, payment, etc.).

What agents can do

  • Submit existing forms
  • Upload attachments
  • Trigger Jotform workflows

Common workflows

Replacement for web forms

Callers who'd normally fill a Jotform on your site get the same outcome via voice.

Setup

  1. 1
    Create a Jotform API key.
  2. 2
    Add the Jotform integration in SIMBA.
  3. 3
    Map form field IDs to collected variables in the jotform_submit tool.

Frequently asked questions

Do Jotform's downstream automations still fire?

Yes — submissions from SIMBA are indistinguishable from web submissions to Jotform.

Connect Jotform in the dashboard

Bring your own credentials. SIMBA stores them server-side and your agents call Jotform during conversations.

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