Jotform Enterprise + Salestrekker

Create new Salestrekker deals for new Jotform Enterprise submissions

Upgrade your business process efficiency with this workflow that interfaces Jotform Enterprise with Salestrekker. Each time a fresh entry is captured in Jotform Enterprise, it initiates the creation of a new deal in Salestrekker. This seamless transition reduces the chance of missing out on vital deals and eliminates the manual data transfer process. Leverage this workflow to work smarter, maintain accuracy, and stay organized.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerPolling
automatically do this!
Create New Deal
Creates a new Deal.
ActionWrite

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Supported triggers and actions

- Team WorkspaceRequired
- FormRequired
Trigger
Polling
Try It
- Team WorkspaceRequired
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It

- OrganizationRequired
Trigger
Instant
Try It
- Organization
- Contact isRequired
- Email
- Phone Code
- Phone
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Contact Description
- Type
- Label
Action
Write
- Content
- Note Label
- Note Type
- Attachment
- Attachment Filename
Action
Write
- Organization
- WorkflowsRequired
- StagesRequired
- Owner
- Ticket Label
- Deal Name
- Deal value
- Deal summary
- Color
- Attachment
- Attachment Filename
- Contact is
- Email
- Phone Code
- Phone
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Contact Description
- Type
- Contact Label
- Note Type
- Note Label
- Content
Action
Write
- NameRequired
- Comment
- Due Date
- Sub Tasks
- Assign To
Action
Write

- Team WorkspaceRequired
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Team WorkspaceRequired
- Select a formRequired
Action
Write
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Note Type
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Task NameRequired
Action
Write
- OrganizationRequired
- Contact IdRequired
- Phone
- is Company
- Unsubscribed from marketing
- Contact Description
- Contact Label
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Post Code
Action
Write
- New Stage
- New Status
- Deal Label
- Deal Summary
- Deal Value
- Settlement Date
- Color
- Attachment
- Attachment Filename
Action
Write
- Organization
- Sender EmailRequired
- Content
- Note Type
- Attachment
- Attachment Filename
Action
Write
- AttachmentRequired
- Attachment Filename
Action
Write