When a Jotform is submitted, register the lead in Sasuke.

■Overview

This is a flow to register leads in Sasuke when Jotform is submitted.

‍

■Recommended for‍

1. Those who collect customer information using Jotform

・Those who use Jotform to collect customer information on websites or at events

・Those who want to save the effort of manually entering collected customer information into Sasuke

・Those who want to reduce input errors and improve data accuracy

‍

2. Sales and marketing personnel using Sasuke

・Those who want to centrally manage customer information in Sasuke for efficient customer management and sales activities

・Those who want to automatically import lead information collected from Jotform into Sasuke

・Those who want to automate segmentation and targeting email distribution based on customer information

‍

■Benefits of using this template

Jotform is an excellent tool for efficiently collecting customer information and survey results, but integrating with a CRM tool is essential to leverage the collected information for sales activities. By automatically importing lead information into a CRM tool like Sasuke, you can save the effort of manual entry and allow sales personnel to focus on more important tasks.

By using this flow, valuable lead information obtained from Jotform is immediately reflected in Sasuke, enabling the sales team to follow up quickly.
Additionally, since lead information is centrally managed in Sasuke, it contributes to improving the conversion rate by efficiently managing communication history and negotiation status with customers.

‍

■Notes

・Please integrate both Jotform and Sasuke with Yoom.