Jotform Integration
Lead Sources & AdvertisingWhat It Does
Jotform is an all-in-one form builder that goes far beyond basic contact forms. It combines form creation, payment processing, document generation, e-signatures, and workflow automation into a single platform. Real estate professionals use Jotform to create buyer/seller intake forms, open house sign-ins, property showing request forms, maintenance requests for landlords, listing agreement forms, and client feedback surveys. With 10,000+ pre-built templates covering every industry and use case, you can launch a professional form in minutes without starting from scratch.
Why Real Estate Professionals Use It
Real estate involves constant paperwork: intake forms, agreements, disclosures, inspection reports, feedback surveys, and more. Jotform centralizes all of this into one platform instead of juggling Google Forms for surveys, DocuSign for contracts, Stripe for payments, and email for file collection. A single Jotform can collect contact info, upload documents, process payments, gather e-signatures, and generate a PDF—all in one submission. This consolidation saves agents hours per week and provides a seamless experience for clients.
AI Solutions for Lead Sources
Real Estate AI Playbook
10 AI workflows every agent needs for lead generation and client management
AI Lead Scoring Engine
Score and prioritize leads using AI based on engagement signals
AI Follow-Up Sequences
Personalized email and SMS sequences that adapt based on recipient behavior
Key Features for Real Estate
Discover how Jotform powers real estate automation workflows
10,000+ Pre-Built Templates for Real Estate
Access a library of 10,000+ form templates covering every use case. Real estate templates include buyer/seller intake, open house sign-ins, property showing requests, lease applications, tenant screening, maintenance requests, and client feedback surveys. Clone, customize, and deploy in minutes.
Search 'real estate open house' and find 20+ templates. Clone one, add your branding, customize questions ('Are you pre-approved?', 'Budget range?'), and embed on your website or use on an iPad at open houses. Launch in 5 minutes instead of building from scratch.
See how we automate Jotform
Get a personalized plan for your tech stack
Automation Workflows
Ready-to-deploy workflows powered by Jotform + NextAutomation
Open House iPad Sign-In with Instant CRM Sync and Follow-Up
Set up an iPad at your open house entrance with a Jotform sign-in form. Attendees enter their info, answer qualification questions, and optionally upload pre-approval letters. Form submissions instantly sync to HubSpot, trigger automated SMS thank-you messages, and create follow-up tasks for agents to call hot leads within 24 hours.
1Attendee arrives at open house, agent directs them to iPad with Jotform sign-in
2Attendee fills form: Name, Email, Phone, 'Are you working with an agent?' (Yes/No), 'Are you pre-approved?' (Yes/No), 'Budget range?' (dropdown), 'What attracted you to this property?' (text)
3Form submits; Jotform webhook fires to n8n with all data
4n8n creates or updates contact in HubSpot with tag 'Open House Attendee - [Property Address]'
Capture structured, actionable data at open houses instead of illegible paper sheets. Instant follow-up via SMS increases engagement by 50%. Hot leads are flagged immediately for priority outreach. Automated nurture keeps warm leads engaged over weeks until ready to move.
Triggers & Actions
Connect Jotform to your workflows with powerful triggers and actions
Triggers
New Form Submission
Fires when a user submits a Jotform. Provides all form field data, uploaded files, payment details (if applicable), and e-signatures (if applicable).
Seller submits listing agreement form with e-signature. Trigger workflow that generates PDF, uploads to Google Drive, creates HubSpot deal, and emails confirmation.
Payment Received
Fires when a payment is successfully processed through a Jotform payment widget (Stripe, PayPal, Square). Includes payment amount, method, and confirmation ID.
Buyer pays $50 consultation fee via Stripe widget in form. Trigger workflow that books consultation, sends calendar invite, and creates HubSpot contact tagged 'Paid Consultation'.
Form Opened/Viewed
Fires when a user opens a Jotform (before submission). Useful for tracking form views and calculating conversion rates.
Track how many users open your buyer intake form vs. how many submit. If 100 opens but only 20 submissions (20% completion), form is too long—simplify it.
Specific Field Updated
Fires when a user fills in a specific field. Can be used to trigger actions before form submission.
User enters budget '$500k+' (luxury tier). Before form is fully submitted, trigger Slack alert: 'Luxury buyer filling out form right now. Prepare personalized outreach.'
E-Signature Completed
Fires when a user completes an e-signature field in a form. Includes signature image, timestamp, and IP address for legal validity.
Seller signs listing agreement digitally. Trigger workflow that marks agreement as 'Signed', timestamps signature, and generates signed PDF for records.
Actions
Retrieve Form Submissions
Pulls all submissions from a specific Jotform. Can filter by date range, submission ID, or other criteria.
Every Monday, retrieve all open house sign-in submissions from the weekend and import into Google Sheets for agent review and follow-up planning.
Generate PDF from Submission
Creates a PDF document from form submission data using a predefined template. Includes form answers, uploaded images, and custom branding.
Seller completes property intake form. Generate branded 'Listing Intake Report' PDF with property details, photos, and seller preferences. Email to agent and upload to Google Drive.
Send Form via Email or SMS
Send a Jotform link to contacts via email or SMS (usually combined with email/SMS tool like Twilio or SendGrid).
After showing completes, send SMS to buyer agent: 'Thanks for viewing [Address]! Please share your feedback: [Jotform feedback form link]'
Update Form Settings or Fields
Programmatically modify form fields, options, or settings via API. Useful for dynamic forms that change based on external data.
When new property is listed in CRM, update Jotform 'Property Showing Request' dropdown to include the new address as an option.
Download Uploaded Files
Retrieve files uploaded via Jotform file upload widgets. Files can be stored in cloud storage (Google Drive, Dropbox) or attached to CRM records.
Buyer uploads pre-approval letter via Jotform. Download file and attach to HubSpot contact record so agent has it readily accessible.
Process Refund (for Payment Forms)
Issue a refund for a payment collected via Jotform payment widget (requires payment processor API access like Stripe).
Buyer paid $50 consultation fee but cancels. Use Stripe API to refund $50 and send confirmation email: 'Your consultation fee has been refunded.'
Setup Guide
Get started in approximately 15 minutes for basic form setup; 1 hour for advanced features (payments, e-signatures, PDF generation, n8n workflow)
Prerequisites
- Jotform account (free tier includes 5 forms and 100 submissions/month, paid plans start at $34/month)
- Jotform API key or webhook access (available on all paid plans)
- n8n instance with Jotform node or HTTP webhook capability
- Payment processor account (Stripe, PayPal, or Square) if collecting payments
- iPad or tablet for offline form use at open houses (optional but recommended)
Create Jotform Account and Choose a Template
Sign up at jotform.com. Click 'Create Form' and search templates: type 'real estate open house' or 'buyer intake' or 'listing agreement'. Clone a template that matches your use case. Customize fields, add your branding (logo, colors), and preview the form on mobile and desktop.
Templates save hours of work. Even if a template is 80% right, it's faster to edit than starting from scratch. Focus on customizing questions to match your qualification process.
Add Advanced Widgets (Payment, E-Signature, File Upload)
Drag widgets from the left panel into your form: Add 'Stripe' or 'PayPal' widget for payment collection, 'Signature' widget for e-signatures, 'File Upload' for document collection (set file type restrictions like .pdf, .jpg), 'Appointment' widget for scheduling showings. Configure each widget's settings (payment amount, signature label, upload limits).
For e-signatures, enable 'Require signature' to make the field mandatory. For file uploads, set max file size (10MB recommended) to avoid submission failures on large files.
Configure Conditional Logic
Click on a field → Conditions → Show/Hide Field. Example: If 'Are you buying or selling?' = Buying, show buyer questions. If Selling, show seller questions. This creates dynamic forms where users only see relevant questions, improving completion rates.
Use conditional logic to simplify long forms. A 20-question form feels overwhelming, but if users see only 7 questions relevant to them (because 13 are hidden via conditions), completion rate doubles.
Set Up PDF Auto-Generation (Optional)
In form settings, go to Emails → Create Email → Add 'Form to PDF' attachment. Customize PDF layout: add your logo, choose which fields to include, set font and colors. When form is submitted, Jotform auto-generates PDF and emails it to you and the submitter.
PDFs are great for record-keeping and professionalism. Sellers receive a branded 'Listing Intake Confirmation' PDF, reinforcing your brand. Store PDFs in Google Drive or Dropbox via integration for centralized filing.
Enable Offline Mode for Open Houses
Download Jotform Mobile Forms app on iPad or Android tablet. Log in, select your form, and enable 'Offline Mode'. Test by turning off WiFi and submitting a form—data should save locally. When you reconnect, data syncs automatically to Jotform.
Charge your iPad fully before open houses and keep a charger handy. Place the iPad on a stand at the entrance with a sign: 'Please Sign In'. This signals professionalism and encourages attendees to register.
Set Up Webhook to n8n
In Jotform, go to Settings → Integrations → Webhooks. Enter your n8n webhook URL (create a Webhook node in n8n first and copy the URL). Choose 'Send submission data on form submit'. Test by submitting the form—check n8n execution log to see the submission data.
Jotform webhooks fire instantly on submission, even for offline forms (once they sync). This ensures real-time lead routing to your CRM and immediate automated follow-up.
Build n8n Workflow for CRM Sync and Follow-Up
In n8n, create workflow: Jotform Trigger (webhook) → Parse submission data → Check if contact exists in HubSpot → Create/update contact → AI Lead Scoring → Assign to agent → Send SMS via Twilio → Email confirmation → Create task. Test with a real form submission.
Map Jotform field IDs carefully. Jotform uses internal IDs like 'q3_name', 'q5_email'—use Jotform's submission JSON to see field IDs and map them to readable CRM fields like 'Name', 'Email', 'Budget'.
Monitor Form Performance and Optimize
In Jotform, view Analytics: form views, submission rate, average completion time, and field-by-field drop-off rates. If completion rate is low, identify where users abandon (which field) and simplify it or make it optional. Test different form lengths, layouts, and question orders.
If users drop off at 'Phone Number' field, try moving it later in the form. Once they've invested time answering property questions, they're more likely to provide contact info. Small reordering can boost completion by 20-30%.
Frequently Asked Questions
Common questions about Jotform integration
Related Integrations
Explore other tools that work great with your workflow
Ready to Automate Jotform?
Get a free AI roadmap showing how to connect Jotform with your existing tools for maximum impact.
Get Your Free AI Roadmap