Jotform
Use-cases
- Automate Data Entry Automatically populate Jotform submissions with data from sales call transcripts exported from Attention.com.
- Coaching and Feedback Use Attention's coaching scorecards to evaluate form submissions processed through Jotform, creating detailed feedback.
- Metadata Synchronization Synchronize call metadata from Attention into Jotform databases for further analysis and reporting.
- Workflow Automation Automate workflows where Jotform schedules follow-up actions or sends notifications when a high-priority call is identified via Attention's opportunity analysis data.
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Features
- Call Recording Centralization Automatically sync call recordings from Attention with Jotform submissions for easy reference and follow-ups.
- Transcript Export Export sales call transcripts directly into Jotform to streamline lead management and tracking.
- Automation of Form Entries Automate the population of Jotform forms with data sourced from Attention's tools to reduce manual input.
- Deal Activity Tracking Monitor and analyze deal activity by syncing detailed call information with Jotform action triggers.
Benefits
- Enhanced Productivity Reduce time spent on manual data entry by automating information transfer between platforms.
- Improved Analysis Facilitate deeper analysis by integrating call data with custom Jotform analytics features.
- Streamlined Workflow Simplify workflows by automating routine tasks based on data from Attention.
- Faster Onboarding Quickly onboard team members by leveraging automated data flows and centralized information.
FAQ
Any questions? We'd love to help
How do I set up the integration between Attention and Jotform?
To set up the integration, navigate to the integration settings in Attention, select Jotform as the target application, and follow the guided setup to authorize the data transfer and mapping of form fields.
Can I customize which call transcript fields populate in my Jotform submissions?
Yes, you can specify which fields from Attention's call transcripts map to particular fields in your Jotform submissions during the setup process.
Is the integration secure for sensitive call data?
Absolutely. The integration adheres to industry-standard encryption protocols to ensure that your call recordings and transcripts are transferred securely.
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