Using Jotform and Zapier with OpenCRM Webinar

Опубликовано: 17 Октябрь 2024
на канале: opencrm
322
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This webinar highlights the fabulous native integrations that OpenCRM offers with Jotform and Zapier.

00:44 An introduction to Jotform
01:27 Getting OpenCRM to talk to Jotform
01:55 Putting a "Contact Us" form together
02:40 Using Hidden fields
03:20 Duplicate checking on forms
05:34 Choose the Landing page
06:40 Update an existing ticket via a Jotform
08:45 Using a form to upload images and other files via a Jotform.
09:25 Automating emails
11:35 Add attendees to an event
12:15 Embedding Jotforms onto your website
12:40 Introducing Zapier
13:50 Automating data from spreadsheets
14:36 What is a Zapier Action
15:00 Import field mapping
18:02 Checking for duplicates
18:30 Tidy your data using an Action in Zapier
19:30 Using chained Zaps
20:45 Zapier, OpenCRM and Teams
21:20 In summary

Remember to hit like and subscribe whilst you're here.
#Jotform ‪@Jotform‬
#Zapier ‪@Zapier‬
#CRMintegrations