JotForm Integration with Multi-Form Support

An enhanced JotForm Integration allows organizations to connect up to six separate JotForm forms and automatically create Contact records as soon as a form is submitted. Each form can be independently configured with its own field mappings, Contact Type, and automated business processes, making it easy to streamline lead capture and customer onboarding.

What's New?

      • Support for Up to Six JotForm Forms – Configure and connect up to six distinct JotForm forms, each with its own integration settings.
      • Comprehensive Field Mapping – Map as many fields as each JotForm form contains, including various User Fields with different data types, ensuring all submitted information is captured accurately within Results.
      • Automatic Contact Creation – A new Contact record is created immediately whenever a JotForm form is submitted, regardless of where the form is published, such as your website or landing pages.
      • Configurable Contact Types – Assign a specific Contact Type to each JotForm submitted form, allowing different forms to create different types of Contacts based on your specific form design and business requirements.
      • Automatic Process Triggering – Fully supports automatic Process execution based on the assigned Contact Type, enabling workflows such as notifications, follow-ups, task creation, and other automated actions to begin immediately after the Contact is created.

    Why This Matters?

    • Capture Leads Instantly – New inquiries submitted through JotForm are automatically added to Results without manual data entry.

    • Flexible Form Configuration – Each JotForm can be configured independently with its own mappings and Contact Type, supporting multiple business processes from a single Results environment.

    • Eliminate Manual Entry – Automatically transferring submitted form data into Results reduces administrative work and minimizes the risk of data entry errors.

    • Accelerate Business Processes – By automatically triggering Processes based on the assigned Contact Type, your team can respond faster to new inquiries, ensuring timely follow-up and a more efficient customer experience.

    Expanded User Permissions and Key Utilities Access

    Results provides administrators with greater control over user access to key utilities and integration configurations. New permission options have been added to the Users module, making it easier to...

    Streamlined Refund Processing in Results Payments Integration

    Results Payments Integration now provides a more streamlined way to process and track Refunds directly from Results. With the new “Issue Refund” functionality and enhanced transaction tracking,...

    Generate Payment Links for Deposits

    Results Payments Integration now makes it easier to collect Deposit payments directly from Projects. With the new Generate Payment Link for Deposit option, users can generate a secure payment link...

    Who’s Working Module Enhancements

    Results offers greater flexibility and convenience in the Who’s Working module, with enhancements to how Assigned Activity information is displayed and how users manage settings.Default Assigned...

    Pricing Group Items Data Manager

    Results introduces enhanced tools for handling Pricing Groups through the new Pricing Group Items Data Manager. Users can efficiently view, edit, and manage items within a Pricing Group directly via...

    Activity Assignment Notifications

    Results provides more flexibility in how users are notified when an Activity is assigned or reassigned. Administrators can select a Communication Template to use when sending assignment...

    Complete Job & Schedule Remaining Work

    The new Complete Job & Schedule Remainder option allows users to manage Activities after job completion and before all planned work is performed by completing the current Activity and automatically...

    View Project & Sales Order Activities Directly in the Calendar

    Users can now visualize scheduled Activities with the new Show in Calendar option in the Projects and Sales Orders Activities Grid, with quick access to the Calendar View to see Activities enabled...

    Submit Deposit Payments to QuickBooks Desktop as Sales Receipts

    Results now allows submitting Deposit Payments directly to QuickBooks as Sales Receipts. A new Linked SKU/Name field has been added to the Payments data entry screen, allowing users to specify the...

    Generate T&M Invoices Directly from Sales Orders

    Results makes it easier to create Time & Material (T&M) Invoices directly from Sales Orders. With the new Generate T&M Invoice from SO option, users can generate an invoice based on the...