Send customer feedback surveys on closed deals

When a deal is marked won in LassoCRM, automatically add the customer as a respondent in Jotform to gather post-sale feedback.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

LassoCRM Explore LassoCRM →

Triggers

New lead created

Fires when a new lead or contact is created in LassoCRM.

Deal stage changed

Fires when a deal moves to a new stage in LassoCRM.

Deal won

Fires when a deal is marked won in LassoCRM.

Contact updated

Fires when a field on a contact changes in LassoCRM.

Actions

Create or update contact

Creates or updates a contact in LassoCRM.

Create deal

Creates a new deal in LassoCRM.

Update deal stage

Moves a deal to a new stage in LassoCRM.

Log activity

Logs a call, email, or note against a record in LassoCRM.

Jotform Explore Jotform →

Triggers

New form response

Fires when a form is submitted in Jotform.

Survey completed

Fires when a respondent finishes a survey in Jotform.

Response updated

Fires when an existing response is edited in Jotform.

Actions

Create or update form

Creates or updates a form or survey in Jotform.

Retrieve a response

Looks up a specific form response in Jotform.

Add a respondent

Adds a respondent or contact to a form in Jotform.

Convert form responses into CRM contacts When a prospect submits a new form response in Jotform, automatically create or update their contact profile in LassoCRM. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in Jotform, automatically log the activity under their profile in LassoCRM so reps see customer sentiment. See details

See all LassoCRM + Jotform integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between LassoCRM and Jotform?

Yes — describe it in the box above and Knit's Integrations Agent researches LassoCRM and Jotform's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in LassoCRM?

Yes, inbound responses from Jotform can instantly generate new lead records or deals in LassoCRM without manual data entry.

Can I send survey invitations based on deal updates in LassoCRM?

Yes, when a deal is won or updated in LassoCRM, you can automatically add the contact as a respondent in Jotform to collect feedback.