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Jotform Template

Jotform Client Intake Survey Template

Zapier Automation Templates

Jotform → CRM

Jotform Client Intake to kvCORE

Sheet → CRM → Send Email

When a New Contact is Added to a Google Sheet, Add them to KVCore and Send an Email

Calendly → CRM → Spreadsheet → Draft Email → Send Text

Calendly Call, Add to CRM & Spreadsheet, Draft Email, Send Text

Weekly → Lookup Table Entries → Loop → Send Text to Everyone in Table

MHT Team Task - Friday

YouTube Video Published → Generate Text with AI → Post to Facebook Page & Group

Automatically share new YouTube videos on Facebook Pages and Groups

Facebook Post → Google My Business Page Post

Push Facebook Page Posts to Google My Business

YouTube Video Published → Create Entry in Airtable

Sync YouTube Video Publish to Airtable