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Connect Jotform Enterprise to SalesOptima and automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate Jotform Enterprise with SalesOptima - no code necessary. See how you can get setup in minutes.

Select a trigger from Jotform Enterprise

A trigger is an event that starts your Zap and runs the workflow. For example, with Jotform Enterprise, a trigger could be "New Submission."
A trigger is the event that kicks off your automated workflow.

Setup an action from SalesOptima

An action is what takes place after the automation is triggered. For example, with SalesOptima, the action could be "Add or Edit Contact."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Jotform Enterprise to SalesOptima

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Triggers and actions are the main components of every automated workflow.

Connect Jotform Enterprise and SalesOptima to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Jotform Enterprise and SalesOptima to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Team Workspace
      Required
    • Select a form
      Required
    • Assignee email
      Required
    • Invitation Message
    • Assignee Permission
    Action
    Write
    • Team Workspace
      Required
    • Select a form
      Required
    Action
    Write
    • Select an Event
      Required
    • Contact Properties
      Required
    Trigger
    Instant
    Try It
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About Jotform Enterprise
Jotform Enterprise is a digital workplace productivity tool that provides a powerful ROI across your entire organization.
Learn moreHelp
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  • Forms & Surveys
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  • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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    About SalesOptima
    SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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