Jotform + SharpSpring
Convert new Jotform submissions into SharpSpring opportunities
Effortlessly manage your sales pipeline by connecting Jotform to SharpSpring through this seamless workflow. When a new submission is received in Jotform, an opportunity will be created or updated in SharpSpring. This automation simplifies the process and keeps your sales team up-to-date with valuable leads, allowing them to focus on closing deals and growing your business.
Effortlessly manage your sales pipeline by connecting Jotform to SharpSpring through this seamless workflow. When a new submission is received in Jotform, an opportunity will be created or updated in SharpSpring. This automation simplifies the process and keeps your sales team up-to-date with valuable leads, allowing them to focus on closing deals and growing your business.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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