Create standardized procedures Connect your systems Automate workflows A successful insurance company has a series of workflows that need to operate seamlessly for the company to deliver on its promises…

Zoom for Google Workspace Copper CRM for Google Sheets Jotform Task, Project, Form and Rota Manager by Formatic G-Accon for Xero DocHub Kami AppSheet Yet Another Mail Merge for Gmail…

Start with context. Use the right tools. Scale your efforts. Offer multichannel support. Provide real-time support. Stay ahead of conversational marketing trends. Customer service is essential to a business’s success.…

Navigate to the Setup page. In the Quick Find box, search for Roles and select it. Click Set Up Roles. Your new role will be located within the existing role…

Traditionally, organizations have generated leads by capturing website visitor data via contact forms, content download requests, and other website-related activities. However, the majority of website visitors as many as 96…

Create your approval process and navigate to Approval Steps. Click New Approval Step to create Step 1. Choose Select Assigned Approver. Select Automatically assign to approver(s). The dropdown fields that…

Jotform had quite the year in 2023. From empowering users with new integrations, features, and collaboration tools to publishing two informational e-books, we covered a lot of ground throughout the…

Start by creating a custom text field in the object Create a flow that will update your custom text field Add an Update Records element to your flow Save your flow, give it a label,…

Jotform Qualtrics Sogolytics SurveyMonkey QuestionPro Alchemer, formerly known as SurveyGizmo, is an enterprise-grade survey tool that helps organizations gather data from their customers. Alchemer’s Survey product is focused on combining…

The right software can play an integral role in the success of your business. With the right platform, you can streamline workflows, better store and access the data you need,…