The ShareBuilder Assistant is expanding its workflow ecosystem with a new Connector that brings Jotform directly into the Assistant Skills platform. With the Jotform Connector, media teams can turn forms into automated workflows, so inbound requests, handoffs, and internal processes move forward without manual re-entry or missed follow-up.
About Jotform
Jotform is a widely used online form builder that helps organizations collect information, route submissions, and automate follow-up. Teams use it to power everything from lead capture and intake forms to approvals, surveys, registrations, and internal requests.
For media organizations, Jotform is a flexible way to collect structured information from prospects, clients, and internal teams without forcing every process into a CRM screen.
This is the Jotform Connector
The Jotform Connector brings form-driven workflows directly into your Assistant Skills so your team can react to submissions the moment they happen. Instead of checking inboxes, forwarding requests, or copying data between systems, the Assistant can interpret the submission, enrich it with context, and move the right workflow forward automatically.
Turn inbound lead forms into immediate action
When a prospect submits a contact form, campaign request, or advertising inquiry through Jotform, the Assistant can trigger a Skill immediately. From there, it can qualify the lead, create or update CRM records, notify the right seller, assign next steps, and start follow-up without waiting for someone to process the form manually.
This helps your team respond faster and capture more opportunities while the prospect is still engaged.
Streamline internal handoffs and request intake
Not every important workflow starts with a customer. Internal teams often rely on forms for request intake, approvals, asset collection, and cross-functional handoffs.
With Jotform connected, Skills can turn those submissions into structured workflows such as:
Sales handoffs to pricing or fulfillment
Creative request intake for spec spots or campaign assets
Internal approvals for discounts, inventory exceptions, or campaign changes
Advertiser onboarding and information collection
Instead of submitting a form and hoping someone sees it, the Assistant can route the request, create tasks, notify stakeholders, and keep the process moving.
Collect the right information before work begins
Good workflows depend on complete information. Jotform gives teams a flexible way to collect exactly what is needed up front, and the Assistant can use that information to determine what happens next.
A Skill can review the submission, combine it with CRM, Pricing, Data Enrichment, or other system data, and then decide whether to route the request, escalate it, request more information, or launch the next step automatically.
That means less back-and-forth, fewer incomplete handoffs, and cleaner execution.
Use forms as controlled entry points for automation
Jotform is especially useful when you want a simple front door into a more complex workflow. A form can become the trigger for a repeatable process without requiring users to learn the underlying systems.
This makes it easier to standardize processes like:
New lead intake
Campaign launch requests
Client information updates
Production and creative requests
Internal operational checklists
Event, webinar, or meeting registrations tied to downstream follow-up
The result is a more consistent workflow from the very first submission.
Jotform Connector abilities today
Triggers
New form submission
Actions
Get form submission
Get form submissions
Get user forms
Get user reports
Delete form
Assistant Skills
Skills are the workflows you train the ShareBuilder Assistant to run for your team. Create a Skill and the Assistant executes playbooks, coordinates processes, updates systems, and communicates across platforms automatically.
Availability
ShareBuilders plans to offer Assistant Skills in a limited beta preview to select customers in early Q2 2026, followed by broader availability shortly thereafter. Assistant Skills will be sold as a standalone product with predictable pricing using a single flat fee rather than per-step, per-user, or per-workflow charges.
For more information
To learn more about ShareBuilder Assistant Skills, request beta access, or discuss adding your application to the Skills Connector Marketplace, visit https://www.share-builders.com/assistant/skills/ or contact ShareBuilders at:
chris.koller@share-builders.com
About ShareBuilders
ShareBuilders delivers a media-focused sales platform that includes Pricing, CRM, Data Enrichment, and workflow automation. Built specifically for media organizations, ShareBuilders helps teams manage pipelines, activity, and performance with secure cloud access and mobile tools designed for sellers on the go.
