Contact Last Engaged Date
How do you monitor your email contact’s engagement levels? Are you looking for an easier way to find your most engaged email contacts? What…
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Project ManagementAll Recipes
Showing 61–90 of 383 Automation Recipes
Contact Scoring for Site Visits
Track how often your contacts visit your website with this automation. With site tracking and lead scoring, you can track website visitors,…
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Project ManagementConversations Auto-Reply Link Tracking
An online chat feature is a great thing to have on your business website. It lets you immediately connect with people who are looking for…
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Project ManagementConversations – Online Chat Page Tagging
When you know where a contact has already been on your website, it can be easy to help guide them where they should go — and what they…
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Project ManagementConversations: Tag Local Contacts from Online Chat
The ability to connect with people online is a huge advantage to businesses. You can reach a lot of people quickly and frequently,…
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Project ManagementCreate Deal When Calendly Appointment Booked
The more you can take off your salesperson’s plate, the better. When a new appointment is booked, writing down all those contact details…
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Project ManagementCreate Google Contacts record when Calendly appointment made
Have you ever run late for a meeting?Running late, something coming up, and other issues can all occur and disrupt the best laid meeting…
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Project ManagementCreate Leads In Dynamics: Part 2
How do you automatically create a lead in Microsoft Dynamics once a contact takes a qualifying action? Use this automation recipe for…
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Project ManagementCreate Leads In Dynamics: Part 3
What do you do if you have an engaged contact that hasn’t yet taken a qualifying action to become a lead in Dynamics?We said this Dynamics…
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Project ManagementCreate Leads in SalesforcePt 2
How do you automatically create a lead in Salesforce once a contact takes a qualifying action? Use this automation recipe for automatic…
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Project ManagementCreate Nimble record when Unbounce page received
When’s the best time to create a deal for a contact?Right from the beginning of their journey! The same logic pertains for ensuring…
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Project ManagementCreate Task To Transcribe Notes After Sales Call
Automating your sales team’s processes can relieve a lot of headaches. One of the most common things your salesperson does is probably…
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Project ManagementCreate Task When Deal Sentiment Becomes Negative
What can a deal’s sentiment tell you?When a deal record is detonated as having a negative sentiment, this is a great early indicator that…
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Project ManagementCreate Task When Deal Sentiment Becomes Positive
What can a deal’s sentiment tell you?When a deal record is detonated as having a positive sentiment, it lets you know your and your deal…
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Project ManagementDeduct Points for List Unsubscribe
Unsubscribes. They’re unfortunate, but no business is immune to their occurrence. Fortunately, you can still benefit from unsubscribes.You…
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Project ManagementDocuSign: Reminder To Sign
Automating your sales pipeline doesn’t just save you time and money, it helps ensure that every step occurs without a hitch. Keeping track…
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Project ManagementDonation and Volunteer Email Series
Better manage your donor lists with automated emails and JotForm. Once a donor subscribes to your list and makes a donation, you can use…
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Marketing AutomationDropbox Sign: Check Signature Status After A Week
Automating your sales pipeline doesn’t just save you time and money, it helps ensure that every step occurs without a hitch. Keeping track…
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Project ManagementDropbox Sign: Reminder To Sign
Automating your sales pipeline doesn’t just save you time and money, it helps ensure that every step occurs without a hitch. Keeping track…
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Project ManagementDropbox Sign: Send Signature Request When Stage Changes
Automating your sales pipeline doesn’t just save you time and money, it helps ensure that every step occurs without a hitch. When you’re…
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Project ManagementDynamics Engagement Sync
Are you looking for a way to track a contact’s engagement level in Dynamics? Do you want to segment your contacts based on their level of…
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Project ManagementDynamics Unsubscribe Sync
When an email contact unsubscribes, how can you automatically remove them from your email lists across both sales and marketing…
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Project ManagementEducation and E‑course Email Reminder Series
Keep your students notified about your online course with automated e‑course emails and JotForm. Set up this customizable recipe to…
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Project ManagementEducation: Registration Form Flow
How do your students register for your courses?Chances are, despite your workflow, they all start the same. Someone expresses interest in…
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Project ManagementEducation: Reminder to Complete Course After Starting
Once a contact starts your course, then the process will handle itself, right?This is a common misconception. While starting a course is a…
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Marketing AutomationEducation: Reminder To Start Course After Signup
You offer a course, contact buys course, and then…never takes the course? What happened?Most often, life happened. A variety of reasons…
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Marketing AutomationEducation: Teacher/Administration PTO request
What’s an administrative task you wish you could automate?Chances are, you can. Take PTO requests, for instance. A staff member or…
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Project ManagementEmail Automation for Event Registration
Guide attendees through your event registration process with automated emails and JotForm. Once a new user is registered, this automation…
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Project ManagementEmail Campaign Social Share Incentive
Reward your contacts for sharing your email campaign on social media with this automation. When a contact shares your campaign,…
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Project ManagementEmail Forward Incentive
Reward your contacts for forwarding your marketing emails to their friends and family. When a contact forwards your campaign, this…
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Project Management
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