JotUrl + OnePageCRM Integration

Connect JotUrl to OnePageCRM in 1 click

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JotUrl + OnePageCRM Integration

Create OnePageCRM contact for new JotUrl cta response

When someone completes your JotUrl, a new contact is automatically created in your OnePageCRM. This way, you can quickly follow up with the cta response and turn them into a customer!

Plus, all of the information from the JotUrl is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a JotUrl - OnePageCRM integration set up makes it easy to manage your customer relationships and grow your business.
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JotUrl + OnePageCRM Integration
1.
  • JotUrl
    CTA response is received in JotUrl Instant
  • OnePageCRM
    Contact is updated in OnePageCRM
  • OnePageCRM
    Deal is updated in OnePageCRM
  • OnePageCRM
    Contact is created in OnePageCRM
  • OnePageCRM
    Pending deal is created in OnePageCRM
  • OnePageCRM
    Deal is won in OnePageCRM
  • OnePageCRM
    Action is created in OnePageCRM
2.
  • OnePageCRM
    Create contact in OnePageCRM
  • OnePageCRM
    Add note to a contact in OnePageCRM
  • OnePageCRM
    Create note attachment in OnePageCRM
  • OnePageCRM
    Search contact by name in OnePageCRM
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