Jotform + Teamleader Focus
Create contacts, linked companies and deals in Teamleader Focus based on new form submissions in Jotform
After a new lead fills out a form on your website, you'll want them to be added to your Teamleader Focus CRM. This Zapier automation does those three things: based on the form response, it will create a new contact, a linked company and a deal that you can easily follow up on from your Teamleader Focus account. This way, you never miss out on any business opportunities!
After a new lead fills out a form on your website, you'll want them to be added to your Teamleader Focus CRM. This Zapier automation does those three things: based on the form response, it will create a new contact, a linked company and a deal that you can easily follow up on from your Teamleader Focus account. This way, you never miss out on any business opportunities!
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this...Create Contact
Creates a new contact.
- then do this...Create Company
Creates a new company.
- then do this...Link Contact to Company
Links a contact to a company.
- then do this!Create Deal
Creates a new deal.
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