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Jotform
Forms and scheduling

Capitaly + Jotform

Gather investor details and accreditation forms

Forms and scheduling

What Capitaly does with Jotform

Gather investor details and accreditation forms

Capitaly uses Jotform to turn interest into booked time.

Links in outreach

Your Jotform link offered the moment an investor agrees to talk.

Bookings on the pipeline

Each booking logged against the investor, with the next step set.

Details to the CRM

What investors submit through Jotform added to their record.

Jotform

How it works

01

Connect Jotform

Link your Jotform account to Capitaly in a few clicks.

02

Tell Capitaly what to do

Give the instruction in plain words, like you would to anyone on the team.

03

Approve and track

Nothing goes out through Jotform without your sign off, and every action is logged.

More integrations

Forms and scheduling