4Degrees + Jotform

4Degrees + Jotform integrations

Create deal notes in 4Degrees for new submissions in Jotform

Enhance your efficiency with this Jotform to 4Degrees automation workflow. As soon as you receive a new submission in Jotform, a deal note will be promptly created in 4Degrees. This way, you can keep track of important details and ensure nothing slips through the cracks. Save time and refocus your energy on more crucial aspects of your business.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Deal NoteCreates a note on an existing deal in 4degrees
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Jotform and 4Degrees

Discover other triggers and actions you can use with Jotform and 4Degrees

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write
- List Name
  Required
- Stage
Trigger
Polling
Try It
New Exported Contact
Triggers when a contact is exported to Zapier.
Trigger
Polling
Try It

New Reminder
Trigger when a new reminder is created. The reminder is exported to Zapier.
Trigger
Polling
Try It
- Contact Email
  Required
- Interaction Date
- Interaction Type
- Interaction Notes
Action
Write

- List Name
- Deal Name
  Required
- Note Date
- Note text
  Required
Action
Write
- Contact Email
  Required
- Contact Id
- First Name
- Last Name
- Job Role
- Job Company
- Location
- Tags
- Phone Number
- Phone Number Type
- Address Type
- Address Street Line 1
- Address Street Line 2
- Address City
- Address State
- Address Zip
- Address Country
- Job Start Date
- Job End Date
Action
Write

- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Tags Seperated by Comma
- Custom Field
- Custom Field Value
Trigger
Polling
Try It
- List Name
  Required
- Stage
Trigger
Polling
Try It
- Full Name
  Required
- First Name
- Last Name
- Email
  Required
- Job Role
- Job Company
- Location
- Tags
- Source
- Phone Number Type
- Phone number
- Address type
- Address Street Line 1
- Address street line 2
- Address City
- Address State
- Address Zip
Action
Write
- Deal List
  Required
- Company Name
  Required
- Company Url
- Description
- Location
- Tags
- Source
- Document Link
- Deal / List Record Type
- Contact email (if you selected Record Type of "Contact" above)
- Associated Contact Emails
Action
Write
- Target Type
- Target Name
  Required
- Due Date
- Assignee Email
- CC Emails
- Note
  Required
Action
Write
- Deal Name
  Required
- Deal List
  Required
- Edit website
- Edit location
- Edit description
- Edit source
- Edit Owner
- Edit Employee Count
- Document Link
- Associated Contact Emails
Action
Write

About 4Degrees

4Degrees is a relationship intelligence CRM platform that empowers deal-driven, relationship-focused teams to activate their vast relationship networks to source and close more deals.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys