Send attendee details to Salesforce
Add new open-house contacts and visit context to Salesforce
When Jotform sign-ins arrive
What Joy does
Save manual attendee entry by creating new Salesforce Contacts with the chosen open-house property and visit context.
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.
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