Create new Compass leads from new signed Jotform documents
Optimize your lead-generation process with this efficient workflow. When a new document is signed in Jotform, a fresh lead will be created in the Compass app. This seamless process ensures your sales team can promptly follow up with interested clients, improving conversion and the overall efficiency of your sales pipeline.
Optimize your lead-generation process with this efficient workflow. When a new document is signed in Jotform, a fresh lead will be created in the Compass app. This seamless process ensures your sales team can promptly follow up with interested clients, improving conversion and the overall efficiency of your sales pipeline.
- When this happens...New Signed Document
Triggers when a signed document is received.
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
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FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
First Name
Last Name
Email Address
Phone Number
Tags
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