Create opportunities for leads, add leads to workflow, and notify team via email
Create opportunities for leads, add leads to workflow, and notify team via email
Process referrals by capturing new submissions in Jotform, creating or updating opportunities in LeadConnector, adding leads to workflows, and notifying your team via Gmail for faster follow-ups and improved lead management.
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Overview
Process referrals by capturing new submissions in Jotform, creating or updating opportunities in LeadConnector, adding leads to workflows, and notifying your team via Gmail for faster follow-ups and improved lead management.