Loading

Cognito Forms + Radius CRM

Create new Radius CRM leads/clients from Cognito Forms entries

Effortlessly manage your leads and clients with this seamless workflow between Cognito Forms and Radius CRM. When a new entry is submitted in Cognito Forms, a client or lead will be created in Radius CRM, streamlining your data entry process and ensuring all your potential customers are captured. Focus on growing your business while this automation takes care of the details for you.

Effortlessly manage your leads and clients with this seamless workflow between Cognito Forms and Radius CRM. When a new entry is submitted in Cognito Forms, a client or lead will be created in Radius CRM, streamlining your data entry process and ensuring all your potential customers are captured. Focus on growing your business while this automation takes care of the details for you.

  1. When this happens...
    Cognito FormsCognito Forms
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    Radius CRMRadius CRM
    Create Lead/Client

    Create a Lead or Client in Radius

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • IdRequired

    Action
    Write
    • FormRequired

    • Availability Start

    • Availability End

    • Not Available Message

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • IdRequired

    • FormRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
cognito-forms logo
cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn moreHelp

Related categories

  • Forms & Surveys

Similar apps

Formstack integrationsFormstack integrations

Formstack

Forms & Surveys
Jotform integrationsJotform integrations

Jotform

Forms & Surveys
Formdesk integrationsFormdesk integrations

Formdesk

Forms & Surveys
radius-crm logo
radius-crm logo

About Radius CRM

Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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