Jotform + Prosyo Put to work by Agent Penny
Connect Jotform so Agent Penny can read your forms and submissions and manage forms, turning sign-ups and enquiries into personal follow-up within minutes.
- 7 days free
- No card required
- Nothing changes without your yes
@Jotform Read this week’s demo-request submissions in Jotform and draft a personal reply for each.
Used Jotform- Read this week’s 18 demo requests
- Researched each company
- Drafted a personal reply for each
Jotform powers sign-up, enquiry and event forms for a lot of businesses. Connect it to Prosyo so Agent Penny can read your forms and submissions and manage forms with your Jotform account, and every new lead gets a fast, personal follow-up.
Speed to lead, without the copy-paste
A form fill is the warmest moment a prospect will ever have with you. With Jotform connected, Penny can read new submissions, research the person and draft a first message while they still remember filling it in.
- Read submissions — Pull new enquiries, demo requests and event sign-ups into Penny’s work.
- Research and prioritise — Penny looks at who submitted and which answers they gave, then tells you who to call first.
- Write the follow-up — A personal LinkedIn or email first touch that references what they actually asked for.
- Manage forms on approval — Create or update forms for a campaign or event, with every change waiting for your yes.
Where it fits
Jotform captures interest. Prosyo turns it into conversations: personal LinkedIn and email sequences, stop on reply, one inbox for every thread and a drafted answer for each response.
A typical workflow
- Thirty people register for your webinar through a Jotform form.
- Penny reads the submissions, flags the best-fit companies and drafts a personal note for each.
- You approve; the notes go out from your own LinkedIn and inbox, and replies land in one place.
Built for teams that run events and inbound
Marketing teams, agencies and local businesses that collect leads through forms get a follow-up engine that never waits until Monday. Reads run at once; anything that changes a form waits as a card for your approval.
What to ask Penny with Jotform
Plain-language requests that put Jotform to work. Copy one, paste it into Penny, and watch it run.
Read this week’s demo-request submissions in Jotform and draft a personal reply for each.
Which webinar registrants from Jotform match our ideal customer? Start a LinkedIn sequence for them.
Summarise the answers to “biggest challenge” from our survey form and suggest outreach angles.
Create a registration form for our next roundtable with the same fields as last time.
Live in three steps, not three weeks
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Step 1
Connect Jotform
Sign in to Jotform and allow access. No code, no CSV exports.
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Step 2
Ask Penny, or hand it to an agent
Type @Jotform in chat for a one-off request, or tick it on an agent that runs on a schedule or a trigger.
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Step 3
Approve what changes
Reads run at once. Anything that would change data in Jotform waits as a card for your yes.
Powerful, and always in your control
Outbound only works when you can trust what runs in your name. These are promises, not settings you have to find.
- Encrypted sign-in Sign-ins and keys are stored encrypted and never shown again.
- You choose the actions Every Jotform action is marked Reads or Changes data. Switch off any you do not want used.
- Approval before any change Nothing is created, updated or sent in another tool without your yes.
- Disconnect anytime One click removes the stored sign-in, and Penny stops using the tool.
Can Penny read form submissions?
Yes. Reading forms and submissions runs straight away with the access your Jotform account allows.
Can Penny edit my forms?
Only with your approval. Creating or changing a form appears as a card you approve first, and you can switch that action off.
What can Agent Penny do with Jotform?
Read forms and submissions, and manage forms with your Jotform account. Ask in chat, or let an agent use it on a schedule or trigger. Reads run at once; anything that changes data waits for your approval.
Do I need a Jotform account?
Yes. You sign in with your own Jotform account, so Penny can only see and do what that account can. Any searches or credits Jotform charges for are billed by Jotform, separately from Prosyo.
Can Penny change data in Jotform without asking?
No. Each action is marked Reads or Changes data. Reads run straight away; a change appears as a card you approve. You can also switch off any action you do not want Penny or your agents to use.
Which Prosyo plan includes the Jotform connector?
Connectors come with Agent Penny plans: 5 on Penny Agents, 10 on Penny SDR and 25 on Penny SDR All-in. Every workspace starts with a 7-day free trial, no card required.
Is there a free trial?
Yes. Every workspace starts with a 7-day free trial with every core feature, and no card is required.
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