1.Detect new submission
Integrate Jotform and form submission data to capture applicant responses and route them into CRM logging.
Add applicant response as CRM note and task
Automatically monitor new applicant response submissions across Jotform, Google Sheets, and Rex. Create CRM notes and tasks and remove processed tracker rows when new applicant response, status selection submitted, or updated requirements received—so you can log activity, schedule follow-ups, and clean your pipeline without manual tracking.
How this automation logs applicant activity into your CRM
When applicant responses arrive in your form and tracker notes stay scattered, follow-up timing slips. This automation creates a CRM note, schedules a reminder task, and deletes processed rows—so your team can act on updates fast.
Jotformor swap with your favorite app
2.Lookup matched tracker row
Integrate Google Sheets and worksheet search to find the matching tracker row and return owner references.
Google Sheetsor swap with your favorite app
3.Create contact note
Integrieren Sie Rex and CRM notes to create a contact note in submitted text and status updates.
Rexor swap with your favorite app
4.Create reminder and remove tag
Integrate Rex and reminders to create a high priority reminder and remove the configured temporary tag.
5.Delete processed tracker row
Integrate Google Sheets and row deletion to remove the matched tracker entry after note and reminder creation.
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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