Scriptera
Gmail and JotForm automations — Sales & Leads
Ready-made scenarios where Gmail and JotForm work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
22 scenarios
- A JotForm submission — an email to Gmail
- A form response sends the email for you
- Answers from JotForm go out as email from Gmail
- An email for every JotForm submission
- Form leads straight into the CRM
- A proposal from a form lead — as a ready document and email
- A project request — turned into a proposal and emailed to the client
- Personalized welcome emails for every form submission
- Personal emails to new leads — on their own after the form
- Lead scoring and routing: hot leads straight to sales
- A client proposal from a form — in minutes
- Route leads by budget and source — automatically
- A form submission: scored, enriched with company data, answered personally
- Instant reply to a property inquiry with matched listings
- Lead verification and CRM sync — straight from a JotForm form
- Personalized replies to new leads
- Lead scoring and an instant reply to the customer
- Scoring and routing inquiries — automatically
- Instant, personal outreach to every new lead
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Agency client onboarding — folders, brief, and welcome email from one form
- Leads from a form and a messenger in one base, shared among agents
