Centerpoint Connect + Jotform
Create new Centerpoint Connect leads from new Jotform submissions
Every time there's a new submission in Jotform, this workflow ensures you won't miss any opportunity by creating a lead in Centerpoint Connect. This simplified process enhances your lead management strategy, driving potential boosts in sales through prompt responses. Take advantage of this efficient method for capturing and responding to leads.
Every time there's a new submission in Jotform, this workflow ensures you won't miss any opportunity by creating a lead in Centerpoint Connect. This simplified process enhances your lead management strategy, driving potential boosts in sales through prompt responses. Take advantage of this efficient method for capturing and responding to leads.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Lead
Creates a sales lead in Centerpoint
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Task Created or Updated
Triggers when a task is created or updated.
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DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Opportunity Created or Updated
Triggers when an opportunity is updated or created.
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