When someone submits a form on JotForm, you can have their details automatically added to your Apptivo contacts. This helps you keep your contact list up-to-date and ensures no leads fall through the cracks.
Every time a form response is received in JotForm, automatically create a task in Apptivo to follow up with the respondent. This keeps your team aligned and on top of every opportunity.
Transfer any new lead data from JotForm into your Apptivo CRM with ease, ensuring your sales pipeline is always accurate and complete. This streamlines your lead management process.
Whenever you gather new information from your form responders, automatically update their existing contact information in Apptivo. This helps maintain accurate and dynamic records.
Immediately create a sales opportunity in Apptivo whenever someone submits their interest via a JotForm. This ensures your sales team can act swiftly on new potential deals.
And much more...