Create CallHippo deals for new signed documents in Jotform
Struggling to keep track of your signed documents and follow up on them effectively? This Zap can help. Once active, it streamlines your workflow by automatically creating a new deal in CallHippo every time a document is signed in Jotform. With this integration, you can ensure that every signed document is promptly addressed, helping you manage your sales process more efficiently.
Struggling to keep track of your signed documents and follow up on them effectively? This Zap can help. Once active, it streamlines your workflow by automatically creating a new deal in CallHippo every time a document is signed in Jotform. With this integration, you can ensure that every signed document is promptly addressed, helping you manage your sales process more efficiently.
- When this happens...New Signed Document
Triggers when a signed document is received.
- automatically do this!Deal
Create/Update/Delete a Deal.
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FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
User IdRequired
Try It
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
Select EventRequired
CallHippo Account Owner IDRequired
Contact IdRequired
Phone NumberRequired
Contact Name
Contact Email
Contact Company Name