Send attendee details to Pipedrive
Add new open-house attendees and visit notes to Pipedrive
When Jotform sign-ins arrive
What Joy does
Save manual attendee entry and preserve open-house property and visit details on each newly created Pipedrive Person.
Who it's for
Agent or CRM administrator
Connects to
During setup
Joy will help you:
- Choose the Jotform open-house form and its attendee fields.
- Choose the destination account, approved contact fields, and record owner.
- Choose the explicit property and visit details to keep on newly created records; existing contacts stay unchanged.
- Choose whether earlier submissions supplied at setup are skipped or reviewed.
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
More contacts automations
Log file milestones as Follow Up Boss notes
Follow Up BossAdd a note to the client's Follow Up Boss record when a file reaches a milestone
When a file reaches a milestone
ContactsView automationMove closed clients to past client in Follow Up Boss
Follow Up BossSet closed clients to your past client stage and tag the closing date in Follow Up Boss
When a file closes
ContactsView automationSend open-house sign-ins to a real estate CRM
Follow Up Boss
CINC
Rex+1Add new open-house visitors to Follow Up Boss, CINC, Rex, or Real Geeks as leads
When an open-house sign-in form is submitted
ContactsView automation