Followup CRM + Jotform
Create new Followup CRM projects from new Jotform submissions
When a new submission is made on Jotform, streamline your work processes with this automation that instantly creates a new project in Followup CRM. This seamless workflow ensures you don't have to manually transfer data between systems, saving you time and reducing potential errors. It's an effective way to make sure you never miss a single detail from your Jotform submissions while keeping your customer relationship management organized and up-to-date.
When a new submission is made on Jotform, streamline your work processes with this automation that instantly creates a new project in Followup CRM. This seamless workflow ensures you don't have to manually transfer data between systems, saving you time and reducing potential errors. It's an effective way to make sure you never miss a single detail from your Jotform submissions while keeping your customer relationship management organized and up-to-date.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Project
Zap Project in Followup CRM OA Testing team
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FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Company Created
When a company is created on Followup, this Zap will be triggered
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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
Company Updated
When a company is updated on Followup, this Zap will be triggered
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