■Overview
This is a flow to register leads in Pipedrive when Jotform is submitted.
■Recommended for
1. Those who collect lead information using Jotform
・Those who use Jotform to collect lead information on websites or landing pages
・Those who want to save the effort of manually entering collected lead information into Pipedrive
・Those who want to reduce input errors and improve data accuracy
2. Sales and marketing personnel using Pipedrive
・Those who want to centrally manage lead information in Pipedrive for efficient customer management and sales activities
・Those who want to automatically import lead information collected from Jotform into Pipedrive
・Those who want to automate segmentation and targeting email distribution based on lead information
■Benefits of using this template
Jotform is a convenient tool for creating forms, but manually registering submitted information as leads in Pipedrive can be labor-intensive and carries the risk of input errors and information omissions.
By utilizing this flow, information submitted through Jotform is automatically registered as lead information in Pipedrive, eliminating the need for sales personnel to manually enter data, thus significantly improving work efficiency. Additionally, the risk of human error is reduced, enabling faster and more accurate lead management.
■Notes
・Please integrate Jotform and Pipedrive with Yoom respectively.
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