How to create deal from email?

infiniteloop
Participant

So we have an external form via Jotform that we use. When the form gets submitted we receive an email in our Conversation Inbox.

 

Is there a way that either:

  • Automatically creates a deal for us from the Jotform submission directly.
  • Automatically creates a deal for us from the Jotform email we receive in the Conversation Inbox.

Any other suggestions and advice would be appreciated.

 

Thanks in advance!

0 Upvotes
6 Replies 6
webdew
Top Contributor | Diamond Partner

Hi @infiniteloop ,
If you have access to workflows, then you can create a workflow around the form submission.
Check this video: https://www.loom.com/share/67c7c06c9d014583bdd28655beba0a6a

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

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infiniteloop
Participant

And workflows could be applied to third-party form submissions from Jotform too?

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Drew_Cohen
Top Contributor

Hi there, since it sounds like you’re using the conversation inbox to capture the information from the inquiry, a common workaround is to use the inbox’s native settings to auto create ticket for new messages to the inbox. Then, you can have a workflow that looks at that Ticket pipeline and essentially copies all information from the crested ticket over to a Deal. This is a current limitation of the conversation inbox settings where it only allows you to create a ticket, so this workaround will allow you to them create a Deal from the Ticket.

infiniteloop
Participant

Thanks, Drew!

 

I'll give that a go.

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Drew_Cohen
Top Contributor

Sure thing, happy to help.

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JAbraham
Member

Howdy, since it seems as though you're utilizing the discussion inbox to catch the data from the request, a typical workaround is to utilize the inbox's local settings to auto make ticket for new messages to the inbox. Then, at that point, you can have a work process that ganders at that Ticket pipeline and basically duplicates all data from the peaked ticket over to a Deal. This is a current limit of the discussion inbox settings where it just permits you to make a ticket, so this workaround will permit you to them make a Deal from the Ticket.

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