Create Autotask companies from Jotform new submissions
Effortlessly keep your CRM up-to-date with this Jotform-Autotask integration. With this workflow, every time a new submission is received in Jotform, it will create a company in Autotask. Save time, reduce manual data entry, and ensure your customer information stays organized and accurate.
Effortlessly keep your CRM up-to-date with this Jotform-Autotask integration. With this workflow, every time a new submission is received in Jotform, it will create a company in Autotask. Save time, reduce manual data entry, and ensure your customer information stays organized and accurate.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Company
Triggers when a new company is found.
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