Jotform + SmartOffice
Create new contacts in SmartOffice from new Jotform submissions
Streamline your contact management process with this workflow. Whenever you get new submissions in JotForm, this automation ensures your SmartOffice contact list is up to date by adding the new details. This not only saves you time but also guarantees accurate and consistent data entry.
Streamline your contact management process with this workflow. Whenever you get new submissions in JotForm, this automation ensures your SmartOffice contact list is up to date by adding the new details. This not only saves you time but also guarantees accurate and consistent data entry.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Add Contact
Adds an Individual Contact (i.e., a Person) to SmartOffice
- Free forever for core features
- 14 day trial for premium features & apps
About 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.
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Forms & SurveysAbout SmartOffice
SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.
