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.
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.
What changes
| Dimension | Before | With Doe |
|---|---|---|
| Routing speed | Days. Weekly manual review. | Real-time. Daily digest of routing actions. |
| Context at routing | No CRM data attached. Just the form fields. | Each submission enriched with account value, relationship history, and sales context |
| Priority detection | Fortune 500 VP treated the same as a spam submission | High-value contacts flagged based on CRM data and account signals |
| CRM hygiene | New contacts from forms rarely make it into the CRM | Salesforce records created or updated for every submission automatically |
How Doe routes form submissions
Jotform23 new submissions this week across 3 forms: 8 partnership inquiries, 12 vendor intake requests, and 3 customer feedback submissions.
Tally14 new submissions across 2 forms: 8 event RSVPs and 6 job applications.
Salesforce4 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.
37 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.
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.
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Connect your tools
One-click OAuth for each integration. No API keys, no engineering.
Describe 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.”
It runs on schedule
Triggered in real-time on each form submission. Daily digest of all routing actions sent to the ops team.
Form Intake Auto-Router FAQ
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.
Related workflows
Stop doing the work your tools should do for you.
Set it up once. Doe runs it every time.
