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Clarity CRM + Paperless Forms

Create Clarity CRM leads from new Paperless Forms entries

Effortlessly streamline your lead generation process by connecting Paperless Forms to Clarity CRM. This seamless workflow triggers when a new entry is submitted in Paperless Forms and instantly creates a new lead in Clarity CRM. Save time and increase productivity by automating data transfer between the two platforms, allowing you to focus on nurturing and converting leads.

Effortlessly streamline your lead generation process by connecting Paperless Forms to Clarity CRM. This seamless workflow triggers when a new entry is submitted in Paperless Forms and instantly creates a new lead in Clarity CRM. Save time and increase productivity by automating data transfer between the two platforms, allowing you to focus on nurturing and converting leads.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    Clarity CRMClarity CRM
    Create Lead

    Creates a new lead in Claritysoft CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Form Name

    Trigger
    Instant
    Try It
  • Clarity CRM triggers, actions, and search

    New Lead Deleted

    Triggers when a lead is deleted in Claritysoft CRM.

    Trigger
    Instant
    Try It
  • Clarity CRM triggers, actions, and search

    Create Lead

    Creates a new lead in Claritysoft CRM.

    Action
    Write
    • Search ByRequired

    • Search ValueRequired

    Action
    Search or write
  • Clarity CRM triggers, actions, and search

    New Lead Created

    Triggers when a new lead is created in Claritysoft CRM.

    Trigger
    Instant
    Try It
  • Clarity CRM triggers, actions, and search

    New Lead Edited

    Triggers when a lead is edited in Claritysoft CRM.

    Trigger
    Instant
    Try It
    • Search By

    • Search Value

    Action
    Search
    • Search ByRequired

    • Search ValueRequired

    • Is Primary

    Action
    Search or write
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clarity-crm-da93679 logo

About Clarity CRM

Clarity CRM is a customer relationship management tool that lets you to manage account, contacts and build invoices and orders.
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Related categories

  • CRM (Customer Relationship Management)

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paperless-forms logo
paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier