FLG + Jotform
Assign prefilled forms in Jotform when lead status changes in FLG
Improve your lead management efficiency with this workflow. When a lead status changes in FLG, a prefilled form is promptly assigned in JotForm. This seamless integration ensures no time is wasted and your workflows are always up-to-date. Stay on top of lead progression while simplifying your form management process.
Improve your lead management efficiency with this workflow. When a lead status changes in FLG, a prefilled form is promptly assigned in JotForm. This seamless integration ensures no time is wasted and your workflows are always up-to-date. Stay on top of lead progression while simplifying your form management process.
- When this happens...Lead Status Changed
Triggers when a lead's status is changed.
- automatically do this!Assign Prefilled Form
Invite assignees to complete your pre-populated form
- Free forever for core features
- 14 day trial for premium features & apps
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: ReferenceRequired
Metadata Field: Lead Type
Metadata Field: Status
FormRequired
Try It
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Metadata Field: Reference
Standard Field: First Name
Standard Field: Last Name
Metadata Field: Company Name
Standard Field: Email
Standard Field: Telephone No.
Standard Field: Address Line 1
Standard Field: Postcode
Metadata Field: Date Created - Start.
Metadata Field: Date Created - End.
DocumentRequired
Try It
About FLG
A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
