Meeting Notes & Tasks Form to CRM
Take more organized notes during meetings and save time with sending summaries to clients, as well as capturing meeting content andĀ action items in your CRM.
As this form is filled, both a client-facing email and an advisor-only email are pre-populated with notes and tasks entered from the meeting. BothĀ are editable prior to sending.
This QuickStart offering comes bundled with a Zapier template to automatically transferĀ entered data into your CRM upon submission.
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Form Template
Our Meeting Notes & Tasks Jotform, complete with ability to create meeting summaries, assign action items, create advisor notes, and automatically draft email summaries.
Zapier Template
This template sets up automatic data movement (including notes, emails, and tasks) from the Meeting Notes & Tasks form 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?
