Create tasks in Wealthbox CRM for every new submission in Jotform
Stay organized and on top of your customer interactions with this workflow. When a new submission is made in Jotform, a corresponding task is created in Wealthbox CRM. This streamlines your process, allowing you to focus on priority tasks without manually transferring information, thereby enhancing your productivity and customer service.
Stay organized and on top of your customer interactions with this workflow. When a new submission is made in Jotform, a corresponding task is created in Wealthbox CRM. This streamlines your process, allowing you to focus on priority tasks without manually transferring information, thereby enhancing your productivity and customer service.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps