Bulk Client Notes Form to CRM
This form is designed to save time when a batch of clients all need the same note applied to their contact records. Instead of individually copying the note one-by-one to each contact, users can instead enter the note once in this form, select the applicable tag of the contacts that the note should apply to, and create a tag for the note itself.
This QuickStart offering comes bundled with a Zapier template that, upon submission of the form, will automatically transfer submitted data into your CRMÂ and attach it to the proper contacts.
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Form Template
Our Bulk Client Notes Jotform, complete with the ability to create notes, tag them, and apply it to certain tagged contacts.
Zapier Template
This template sets up automatic note movement from Bulk Client Notes form submissions to your CRM.
Do I need a specific program to use the template?
How much time will it take to set up the template?
Do you give refunds? Can I test the form before I buy?
What if I need help? Do you offer support?
