Revamp CRM + Jotform Integrations
How to connect Revamp CRM + Jotform
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Choose a Trigger
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Choose an Action
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Email
Phone Number
Tags
Order Id
Keyword
Try It
New Customer
Triggers when a new customer is created.
Try ItNew Task
Triggers when a new task is created.
Try ItType
Completion State
Assignee
Try It
Related Customer Name
Owner Name
Deal PipeLine
Deal Status
Deal Stage
Deal Product
Deal Sales Region
Deal Source
Deal Name
Try ItNew Deal
Triggers when a new deal is created.
Try ItEmail
Phone Number
Tags
Order Id
Keyword
Try ItNameRequired
Organization
Title
Primary Phone
Primary Email
Secondary Phone
Secondary Email
Skype
Website
Twitter
Linkedin
Address 1
Address 2
City
Postal Code
Country
Description
Birth Date
Gender
Tags
Score
How Revamp CRM + Jotform Integrations Work
- Step 1: Authenticate Revamp CRM and Jotform.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Jotform Tutorials
About Revamp CRM
Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.
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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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