Connecting Jotform to Chariot
Automatically send new Jotform submissions into Chariot as leads, so your team never has to re-enter customer information.
What This Integration Does
This connection allows new submissions from your Jotform (quote form, contact form, etc.) to automatically create a new lead in Chariot.
Once it’s set up:
New leads appear instantly in Chariot
No manual data entry is required
Your team can respond faster with fewer errors
How It Works (Simple Overview)
A customer fills out your Jotform
The information is securely sent to a connection service
That service formats the data and sends it to Chariot
A new lead is created automatically
You don’t need to take any action after setup — it runs in the background.
What You’ll Need
Before connecting Jotform to Chariot, make sure you have the following:
✅ A Jotform Account
This is where customers submit their information.
✅ A Chariot Account
This is where leads are managed.
✅ Chariot API Credentials
Chariot provides secure credentials that allow systems to communicate.
You’ll receive:
Account ID
Auth Token
⚠️ These credentials are private and should never be shared publicly.
How to Get Your Chariot Credentials
Log in to Chariot
Navigate to:
Users → Office Users → API Users
Click + Create API User
Save the generated Account ID and Auth Token
If you need help, Chariot support can assist with this step.
What Information Is Sent to Chariot
Required Information
At a minimum, Chariot requires:
First name
Last name
Phone number
Email address
Common Optional Information
Most companies also choose to send:
Move date
Pickup address
Drop-off address
Customer notes or comments
Once submitted, leads will appear in Chariot under:
Leads → Form Submitted
How the Setup Is Done
There are two ways to connect Jotform to Chariot.
Recommended Setup: Jotform → Connection Service → Chariot
This is the most reliable and flexible option and works best for growing companies.
What Is the “Connection Service”?
The connection service is a secure tool that:
Receives form submissions from Jotform
Formats the data correctly for Chariot
Sends it securely to Chariot’s system
Common tools used include:
Make.com (recommended for most users)
Zapier (works for very simple forms)
A managed server or custom integration (handled by a partner or developer)
Your team does not need to manage or monitor this once it’s set up.
Step 1: Create Your Jotform
Your form should collect at minimum:
First name
Last name
Phone
Email
Optional but recommended:
Move date
Pickup address
Drop-off address
Notes
Step 2: Enable Webhooks in Jotform
Open your form in Jotform
Go to Settings → Integrations
Search for Webhooks
Add a Webhook URL
This URL points to the secure connection service.
Example:
https://yourdomain.com/webhooks/jotform/chariot
Jotform will send each submission automatically.
Step 3: Mapping Jotform Fields to Chariot Fields
Jotform and Chariot use different data formats, so fields must be mapped during setup.
Example mapping:
Jotform Field | Chariot Field |
first_name | customer.first_name |
last_name | customer.last_name |
phone | customer.phone |
customer.email | |
pickup_address | locations[0].raw_address |
dropoff_address | locations[1].raw_address |
move_date | lead.date_requested |
notes | job.notes |
This mapping is configured once and does not require ongoing maintenance.
Step 4: Example Chariot Payload (For Reference Only)
{ "meta": { "account_id": "YOUR_ACCOUNT_ID", "auth_token": "YOUR_AUTH_TOKEN" }, "customer": { "first_name": "John", "last_name": "Doe", "phone": "7325551212", "email": "john@example.com", "category": "RESIDENTIAL" }, "lead": { "lead_source": "Jotform", "date_requested": "2026-03-15", "job_services": { "moving": "FULL_MOVE" } }, "locations": [ { "raw_address": "1216 Broadway, New York, NY 10001", "purpose": "PICK_UP" }, { "raw_address": "506 Washington Ave, Linden, NJ 07036", "purpose": "DROP_OFF" } ], "job": { "notes": "Customer submitted via Jotform" } }Step 5: Sending the Lead to Chariot (Handled Automatically)
The connection service sends the formatted lead to Chariot using Chariot’s secure API endpoint.
Important:
👉 This step is handled entirely behind the scenes.
👉 No action is required from your team once setup is complete.
Basic Setup (Limited Use)
This option works only for very simple forms and has limitations:
Less flexible
Harder to customize
Not recommended for growing companies
Testing the Connection
Before going live, we will:
Submit a test form
Confirm the lead appears in Chariot
Verify contact details and addresses
Testing usually takes just a few minutes.
Common Questions
Will this replace Chariot?
No. This integration only adds leads into Chariot. All scheduling, quoting, and dispatching still happen in Chariot.
Is the data secure?
Yes. Data is sent securely, and Chariot enforces rate limits to protect your account.
What if something stops working?
Leads can still be entered manually
Errors are logged
Most issues can be fixed quickly by support
Best Practices
Keep form fields clear and simple
Test after making changes to your Jotform
Never share your Chariot credentials
Contact support if submissions stop appearing
Summary
Connecting Jotform to Chariot allows leads to flow automatically into your system, saving time, reducing errors, and helping your team respond faster.