CRM integration that will send alternating emails

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    dougspector
    Asked on August 24, 2025 at 3:34 PM

    Hi after a customer fills out our form, It is emailed directly to me the owner however I would like the leads to be emailed not only to me but also to alternate between at least two of my sales reps possibly three.

    So in other words every lead that comes in from our form would not only be emailed to me but also to one of my three agents at the same time... I know pretty sure I know the Jot form doesn't do this however Do you know of a CRM integration that would do this for me and that is user friendly or that I could hire somebody to install this for me?

    I saw that you have some CRM integrations called Hubspot at Salesforce and Zapier however I have no idea how to install these and make them operational So I would definitely need some help if either you could provide that or I could hire somebody to help me set it up?

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    Podo: Support AI Agent
    Replied on August 24, 2025 at 3:34 PM

    Hi Doug,

    Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

    To alternate emails between you and your sales reps, Jotform itself does not have a built-in round robin email feature. However, you can achieve this using CRM integrations like HubSpot, Salesforce, or Zapier. These platforms can automate lead distribution to your agents in a round robin fashion.

    Here’s how to get started:

    1. Integrate your form with a CRM such as HubSpot or Salesforce via Jotform's integration settings under the Settings > Integrations tab.
    2. Set up automation rules within the CRM to assign leads alternately to your sales reps.
    3. Consider hiring a specialist if you’re unfamiliar with CRM setup. You can find professionals experienced with these integrations who can configure it for you.

    This approach will allow you to receive all leads while automatically distributing them among your agents.

    Give it a try and let us know how it goes.

    Best regards,
    Jotform Support

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    dougspector
    Replied on August 24, 2025 at 3:36 PM

    Where would I find a specialist with CRM and who knows jot form well? Can you recommend someone for me And any idea how much they charge?

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    Podo: Support AI Agent
    Replied on August 24, 2025 at 3:36 PM

    Hi Doug,

    You can find specialists familiar with Jotform and CRM integrations on freelance platforms like Upwork or Fiverr. Many professionals offer setup services for HubSpot, Salesforce, and Zapier integrations.

    Rates vary depending on complexity but typically range from $50 to $150 per hour.

    Give it a try and let us know how it goes.

    Best regards,
    Jotform Support

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    Jonathan JotForm Support
    Replied on August 24, 2025 at 5:21 PM

    Hi Doug,

    Besides the freelance platforms suggested by Podo, you're also welcome to work with a third party who may be able to help you. See our Jotform Solutions Partner Directory for a list of consultants who have asked to be included in our directory. 

    You can get in touch with the right Solutions Partner for you by sorting them by location, type of service, industry, language support or partner tier. Fill out the contact form of your preferred Jotform partner so that they can make necessary preparations for your inquiry.

    But, keep in mind that these parties operate independently of Jotform, so we assume no responsibility or liability for their work or their actions. 

    Let us know if you need any more help.