Commusoft + Jotform
Turn new Jotform submissions into Commusoft opportunities
Save time in your sales process with this efficient workflow. When you receive a new submission from Jotform, a sales opportunity is instantly created within Commusoft. This seamless alignment ensures you never miss a potential sale and get a head-start on nurturing leads. Speed up your sales lifecycle with this simple, yet powerful automation.
Save time in your sales process with this efficient workflow. When you receive a new submission from Jotform, a sales opportunity is instantly created within Commusoft. This seamless alignment ensures you never miss a potential sale and get a head-start on nurturing leads. Speed up your sales lifecycle with this simple, yet powerful automation.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Opportunity
This action always creates a Customer based on the provided information and creates a new opportunity under the given customer. Please make sure not to use this action if the customer already exists in Commusoft.
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