Jotform + Salesmate
Create new Salesmate activities for each new Jotform submission
Automate your sales process effectively with this workflow. Whenever a new submission is entered in Jotform, an activity will be created in Salesmate. This not only saves your time but also helps in staying organized and tracking your leads efficiently, without the need for manual intervention.
Automate your sales process effectively with this workflow. Whenever a new submission is entered in Jotform, an activity will be created in Salesmate. This not only saves your time but also helps in staying organized and tracking your leads efficiently, without the need for manual intervention.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Activity
Creates a new Activity, probably with input from previous steps.
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
New User
Triggers when a new user created.
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DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
New De-Activated User
Triggers when a user is de-activated.
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