Jotform integration
Connect Jotform so open-house sign-ins reach your CRM and service feedback lands on the right Joymore file, without anyone retyping submissions.
What Joymore does
If your team uses Jotform for open-house sign-ins or client feedback, each submission usually gets copied somewhere else by hand. Joymore connects to Jotform so new submissions reach your CRM or the matching transaction file.
Once Jotform is connected, Joymore automations can react to a new submission and run Jotform actions, like getting a form's submissions. Joy can also work in Jotform when someone on your team asks her to.
What you can do
- Send open-house sign-ins to your CRM. When someone signs in at an open house through Jotform, ready-made automations can add the attendee and visit context to HubSpot, Salesforce, Pipedrive, or Zoho CRM.
- File service feedback. When service feedback arrives, an automation files the rating and comments on the matching Joymore transaction. Your chosen owner hears only about low ratings or unresolved concerns, and respondents are not contacted.
- Review recent submissions. Joy can pull a form's submissions from Jotform and share them with your team when asked.
Ready-made automations
From the Joymore automation library.
File service feedback in Joymore
Jotform
TypeformKeep service ratings and comments on the matched Joymore file
When service feedback arrives
ReportingView automationSend attendee details to HubSpot
Jotform
HubSpotAdd new open-house contacts and visit context to HubSpot
When Jotform sign-ins arrive
ContactsView automationSend attendee details to Pipedrive
JotformPipedriveAdd new open-house attendees and visit notes to Pipedrive
When Jotform sign-ins arrive
ContactsView automationSend attendee details to Salesforce
JotformSalesforceAdd new open-house contacts and visit context to Salesforce
When Jotform sign-ins arrive
ContactsView automationSend attendee details to Zoho CRM
Jotform
Zoho CRMAdd or update approved open-house attendee and visit fields in Zoho CRM
When Jotform sign-ins arrive
ContactsView automation
Available once connected
What automations can use in Jotform.
Events Joymore can react to
- New Submission (Instant)
Actions Joymore can run
- Get Form Submissions
- Get Monthly User Usage
- Get User Submissions
- List Forms
- List Team Options
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.
Jotform and Joymore questions
How do I connect Jotform to Joymore?
Sign in to Joymore, open Settings, and connect your Jotform account. You can connect it for your whole brokerage or for a single user.
Do agents have to change how they use Jotform?
No. Agents, clients, and visitors fill out your forms as they do today. Joymore picks up submissions after they arrive.
What if a submission does not match a file?
The feedback automation leaves uncertain matches for your team to review instead of filing them on a guess.
Will Joymore contact people who fill out my forms?
The ready-made feedback automation does not contact respondents.
