통합 / CRM / Pipeline CRM / Create Leads with New Submission

Create deals in Pipeline CRM from new submissions

Automatically create deals in Pipeline CRM from new Jform submissions. This integration streamlines the process, ensuring that every new submission in Jform is converted into a deal in Pipeline CRM for efficient sales tracking and management.

Track Jform submissions as deals in Pipeline CRM

Convert Jform submissions into deals in Pipeline CRM. By linking the two platforms, you can easily track and manage submissions as deals within Pipeline CRM, optimizing your sales process.

Jform Icon

When this happens...

신규 제출

A user submits a new form entry

Pipeline CRM

Do this!

거래 생성

A deal is created in Pipeline CRM based on the form submission

Pipeline CRM과(와) 통합

Check out other use cases for this integration

Jform Icon Pipeline CRM

Create Person with New Submission

세부사항