Ops & Chief of Staff · Automate & Route
Form submissions classified, enriched, and routed before anyone checks the spreadsheet
Doe pulls from Jotform and Tally in real-time, matches submitters against Salesforce for account value and relationship history, flags high-value contacts, routes each submission to BD, procurement, CS, or recruiting, and creates CRM records automatically.
Works acrossJotformTallySalesforce
What you get.
Jotform and Tally submissions cross-referenced against Salesforce for account context, classified by type and urgency, and routed to the correct team. CRM records created or updated for every contact.
Form responses sit in a spreadsheet until someone manually triages them
Partnership inquiries, vendor intake, event registrations, customer feedback. They all land in separate form tools with responses sitting in a spreadsheet. Someone manually reviews, classifies, and routes each one.
A VP at a Fortune 500 company filled out your partnership inquiry form on Tuesday. It sat in a Jotform spreadsheet until Friday when the ops coordinator did their weekly review. By then, the VP had already signed with a competitor. Meanwhile, 12 vendor intake forms needed routing to procurement, 8 event RSVPs needed confirmation emails, and 3 customer feedback submissions needed CS attention. All waiting on one person's manual triage.
What changes.
- 01Routing speedBefore · Days. Weekly manual review.With Doe · Real-time. Daily digest of routing actions.
- 02Context at routingBefore · No CRM data attached. Just the form fields.With Doe · Each submission enriched with account value, relationship history, and sales context
- 03Priority detectionBefore · Fortune 500 VP treated the same as a spam submissionWith Doe · High-value contacts flagged based on CRM data and account signals
- 04CRM hygieneBefore · New contacts from forms rarely make it into the CRMWith Doe · Salesforce records created or updated for every submission automatically
How Doe routes form submissions
- 01Pulls new submissions from JotformJotform23 new submissions this week across 3 forms: 8 partnership inquiries, 12 vendor intake requests, and 3 customer feedback submissions.
- 02Pulls new submissions from TallyTally14 new submissions across 2 forms: 8 event RSVPs and 6 job applications.
- 03Cross-references submitters against CRM for account contextSalesforce4 are existing customers (1 enterprise account worth $240K ARR). 2 partnership inquiries come from companies already in the CRM as prospects. The Fortune 500 VP is a new contact at an account the sales team has been trying to reach for 6 months.
- 04Classifies, routes, and creates CRM records for all submissionsDoe37 submissions classified and routed: 8 partnership inquiries to BD (Fortune 500 VP flagged high-priority with CRM context), 12 vendor intake forms to procurement with spend estimates, 3 customer feedback items to CS (enterprise account flagged for immediate attention), 8 RSVPs confirmed with calendar invites, 6 job applications to recruiting. Salesforce records created or updated for all 37 contacts.
- 05RecurringTriggered on form submission (real-time) with a daily digest of all routing actionsReal-time routing on every submission. Daily digest summarizes all routing actions for the ops team. Submissions routed to owners, CRM records created.
Up and running in under ten minutes.
- 01Connect your toolsOne-click OAuth for each integration. No API keys, no engineering.
- 02Describe what you need“When a new submission arrives in Jotform or Tally, classify it by form type, cross-reference the submitter against Salesforce for account context, route it to the appropriate team (BD for partnerships, procurement for vendor intake, CS for customer feedback, recruiting for job applications), and create or update a Salesforce record for the contact. Flag any submission from an existing high-value account.”
- 03It runs on scheduleTriggered in real-time on each form submission. Daily digest of all routing actions sent to the ops team.
Before you delegate.
- 01Does it work with Typeform or Google Forms?Yes. Doe supports Jotform, Tally, Typeform, and Google Forms. You can mix form tools and Doe will process submissions from all of them in a single routing pipeline.
- 02Can I customize the routing rules?Yes. You define which form types route to which teams, what counts as high-priority, and which CRM fields to check. Most teams start with simple rules and add specificity over the first few weeks.
- 03What happens if a submission does not match any routing rule?Unmatched submissions go to a default queue (typically ops) with the classification Doe attempted. The manual routing decision trains future routing.
- 04Does it handle duplicate submissions?Yes. Doe checks for duplicate submissions based on email, name, and form content. Duplicates are flagged rather than routed twice. If the same person submits two different forms, both are routed but linked in the CRM.
- 05Can it send confirmation emails to submitters?Yes, for form types where confirmation makes sense (like event RSVPs). You configure which form types get auto-confirmations and the content of those confirmations. Partnership inquiries and vendor intake typically do not get auto-responses.