Deal Updates in Real-Time

# Deal Updates in Real-Time ## What It Does Deal Updates in Real-Time automates the process of updating your Attio CRM with new Jotform submissions and notifies your sales team on Slack. This ensures that your sales team is always up-to-date on new leads and deals, allowing them to close more deals faster. By automating this process, you save time and reduce the risk of human error. As a result, your sales team can focus on what matters most - closing deals and driving revenue. ## Who Needs This Sales Operations Managers who struggle to keep their Attio CRM up-to-date with the latest lead information from Jotform submissions need Deal Updates in Real-Time. Currently, they manually update the CRM, wasting valuable time that could be spent on more strategic tasks. By automating this process, they can free up to 2 hours per week to focus on higher-value tasks. ## How It Works — Step by Step 1. You connect your Jotform account to Deal Updates in Real-Time, allowing it to access new submissions. 2. The agent pulls in new Jotform submissions and extracts relevant lead information. 3. You configure the agent to map the extracted lead information to the corresponding fields in your Attio CRM. 4. The agent updates your Attio CRM with the new lead information, ensuring that your CRM is always up-to-date. 5. The agent generates a notification message to be sent to your sales team on Slack. 6. You connect your Slack workspace to Deal Updates in Real-Time, allowing it to send notifications to your sales team. 7. The agent sends the notification message to your sales team on Slack, alerting them to new leads and deals. 8. Your sales team receives the notification and can immediately follow up on new leads and deals. ## What You Get * Attio CRM updated with new lead information from Jotform submissions * Notifications sent to your sales team on Slack to alert them to new leads and deals * Time saved: up to 2 hours per week that would have been spent manually updating the CRM * Reduced risk of human error when updating the CRM * Increased productivity and efficiency for your sales team * More closed deals and revenue driven ## Setup Requirements * Jotform account credentials * Attio CRM API credentials * Slack workspace credentials * Mapping configuration for lead information fields between Jotform and Attio CRM ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*