High Volume. High Revenue.
Are you looking to automatically pull in your web form data to Salesforce for better reporting and better lead management?
Are you looking to automatically pull in your web form data to Salesforce for better reporting and better lead management?
Get our Jotform & Salesforce Integration.
We can also add in other custom features you're looking for in your integration.
Talk to us today!
Set up automation in Salesforce from the forms - alerts, locations, or assign owners.
Capture the MSCLKID/GCLID on every form, and use it for Offline Conversion Tracking.
Track keywords and campaigns from paid marketing campaigns on every form fill.
Find out which pages are your most popular by tracking the Converting Page URLs of form fills.
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
We will pull in the chat transcripts in full historically for that lead, and attach it to Salesforce, either as an Activity or in a field for reporting. We also bring over the live chat agent, and the URL the chat started on. This is on top of the marketing referral sources we also track!
In summary:
Associated to each lead created for Call Only Ads, Calls on Website, Web Forms, and Live Chats.
You'll see all campaign info on qualified & unqualified leads in Salesforce.
Offline conversions are the sales over the phone/email after a lead is created.
(Same Day)
Discuss the details with all project stakeholders.
(1-3 Days)
Create a roadmap and timeline of milestones.
(3-7 days)
Our team of developers and an assigned project manager get started
(2-7 Days)
(1) User Training
(2) Any Further Changes Required
(3) Any work Covered Under Warranty
We used to have an FAQ section here. Then we realized everyone’s questions were similar, but different. So just ask us in our chat, any FAQ, and we’ll give you a real-time answer.
We believe success comes from data-driven, decision-making and connecting as much with the client through their entire journey.
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