JotForm is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job applications, and register guests for events.
Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.
Keap IntegrationsIt's easy to connect JotForm + Keap without coding knowledge. Start creating your own business flow.
Triggers when a new submission has been added to a specific form.
Triggers when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when a tag is added to a contact the first time.
Triggers when an existing contact is updated.
Creates a new company.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
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I would start off with a sentence introducing the reader to JotForm and Keap. They are two companies that help small companies take advantage of the latest technpogy without having to hire a developer or IT department. Together, they can enable a company to create a professional website, handle email marketing, and manage customer data. The company might be using Google Docs for forms and CRM, but there is a better way.
After the introduction, I would immediately fplow it up with a list of benefits. These can be things like:
In this case, I think it’s best to go into detail for each benefit individually. This is because there are completely different benefits of using JotForm and Keap separately. If the company only uses JotForm, they will see different results than if they use Keap exclusively. At the end of each sub-heading of this section, I would have bullet points detailing each benefit of the integration.
This is where I would go into detail about how JotForm and Keap integrate together. I would also mention how the features work together seamlessly. I would begin by mentioning how you can create a form on JotForm that contains a link to your CRM. You use this link to track the progress of your lead. When you create a form on JotForm, you can choose what type of form you want it to be. This includes checkboxes, text fields, dropdown menus, etc. If you are using JotForm on your website, you can simply embed it on any page on your site. On the other hand, if you are using JotForm on its own for your CRM, you can direct traffic to it from any page on your website. It is easy to keep track of all the information you cplect through JotForm by using either the email alerts or the mobile app. The mobile app allows you to access your forms easily while you’re out in the field. You no longer need to bring your laptop with you anywhere that is not Wi-Fi enabled! If you want to view information that has been submitted or make modifications, you can do so directly from the mobile app. It is simple and easy to use. It is even integrated with Google Calendar so you can schedule your appointments accordingly. There are also many graphs and graphs available for free on JotForm that will allow you to keep track of various aspects of your business online. For example, if you are using JotForm as a web form builder, you will be able to track how many people submit your forms every day based on which form they are filling out. You can then use this information to streamline your website for maximum conversion rates. If you are using Keap as your CRM, you can track how many leads you receive overnight versus during peak hours of the day. This will help you optimize when you send out emails based on which times your customers will be most likely to open them. You can also track how many sales come in after receiving an email with forms embedded in them versus those who received no email from you at all. You can use this information to determine which emails are working best for marketing purposes and improve on those emails over time. In addition, if you run e-commerce websites, you can track which pages are converting best and make them more prominent by creating landing pages for them exclusively. If you use both JotForm and Keap together, it will be much easier for you to automate your business processes by connecting the two programs together. This will save a lot of time and energy that would otherwise be spent manually entering data into one program instead of another. The end result is a streamlined workflow that leaves room for growth as well as speediness in terms of productivity. Although it may seem difficult at first to set up both programs together, it is actually quite easy once you get the hang of it. In addition, there are many tutorials online as well as help documents from both companies that will guide you along as you try out new features and functionality that each has to offer. Both companies have been around for several years now and have gained a lot of experience in terms of what works and what doesn’t work for small businesses online. Therefore it is important for a business owner to know both programs inside and out before investing her money into each program. By taking advantage of both programs at once, she will be able to save time and money by not having to pay an IT department or developer every time she wants to make changes or updates to her business online or offline. She also won’t have to wait months before seeing any results from getting such help since she can produce results immediately by integrating JotForm and Keap together. With the right tops at her disposal and with the right knowledge under her belt about how each top will benefit her business online and offline, she will be able to see amazing results in terms of business growth and profit increases over time!
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