Ops & Chief of Staff
Form submissions classified, enriched, and routed before anyone checks the spreadsheet
Jotform and Tally submissions cross-referenced against Salesforce for account context, classified by type and urgency, and routed to the correct team.
What changes
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
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 no context, no priority, and no routing logic.
A VP at a Fortune 500 company filled out your partnership inquiry form on Tuesday. It sat in a Jotform spreadsheet until Friday when someone finally reviewed the week's submissions. By then, the VP had already signed with a competitor.
How ZeroTwo routes form submissions
Pulls new submissions from Jotform
Jotform23 new submissions this week across 3 forms: 8 partnership inquiries, 12 vendor intake requests, and 3 customer feedback submissions.
Pulls new submissions from Tally
Jotform14 new submissions across 2 forms: 8 event RSVPs and 6 job applications.
Cross-references submitters against CRM for account context
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.
Classifies, routes, and creates CRM records for all submissions
Google37 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.
Get started in under 10 minutes
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.
Frequently asked questions
Yes. ZeroTwo supports Jotform, Tally, Typeform, and Google Forms. You can mix form tools and ZeroTwo will process submissions from all of them in a single routing pipeline.
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.
Unmatched submissions go to a default queue (typically ops) with the classification ZeroTwo attempted. The manual routing decision trains future routing.
Yes. ZeroTwo 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.
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.
Related workflows
- Ops & Chief of StaffExecutive Inbox Triage
- Customer SuccessNPS Follow-Up Automation
- SalesMeeting-to-CRM Auto-Update
Stop doing the work your tools should do for you.
Set it up once. ZeroTwo runs it every time.