Create leads in Wise Agent CRM from new Jotform submissions
Effortlessly manage your leads with this Jotform and Wise Agent CRM automation. When a new submission is received on Jotform, a lead will be added to Wise Agent CRM, ensuring no potential client falls through the cracks. Stay organized and never miss an opportunity to connect with your leads again.
Effortlessly manage your leads with this Jotform and Wise Agent CRM automation. When a new submission is received on Jotform, a lead will be added to Wise Agent CRM, ensuring no potential client falls through the cracks. Stay organized and never miss an opportunity to connect with your leads again.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Add Lead
Adds a new lead.
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FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
First Name
Last Name
Email Address
Home Phone
Cell Phone
Business Phone
Fax Number
Company
Address
Suite Number
City
State
Zip Code
Source
Website
Categories
Note
DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body