Create new Funil de Vendas opportunities from new Jotform submissions
Keep your sales funnel up-to-date and increase efficiency by using this workflow. Once a form is submitted in Jotform, an opportunity is instantaneously created in Funil de Vendas. This streamlines the transfer of information between the two platforms, ensuring you stay in touch with potential clients and enhance your chances of lead conversion. Turn each newly completed form into a potential business prospect with this real-time data transfer.
Keep your sales funnel up-to-date and increase efficiency by using this workflow. Once a form is submitted in Jotform, an opportunity is instantaneously created in Funil de Vendas. This streamlines the transfer of information between the two platforms, ensuring you stay in touch with potential clients and enhance your chances of lead conversion. Turn each newly completed form into a potential business prospect with this real-time data transfer.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Opportunity
Creates an Opportunity
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FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Opportunity titleRequired
Opportunity value
Vendor codeRequired
Methodology codeRequired
Step code
Sales Channel codeRequired
Enterprise nameRequired
Enterprise document (CNPJ)
Enterprise state registration (I.E.)
Enterprise segment
Enterprise street address
Contact nameRequired
Contact e-mail
Contact phone
Contact additional phone
Contact office
Contact document (CPF)
Contact additional e-mails
Name
Value
Annotation
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