Dazos CRM + Jotform

Create new leads in Dazos CRM from new submissions in Jotform

Easily convert your new submissions in Jotform into fresh leads in the Dazos CRM system with this streamlined workflow. As soon as someone submits a form on Jotform, their details will instantly be transformed into a lead in your Dazos CRM. This assures nothing falls through the cracks while facilitating swift follow-ups, giving you a competitive edge in capturing interested prospects.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Lead
Creates a new Lead
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Trigger
Polling
Try It
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
Try It

New Referral Source
Triggers when a new Referral Source is created.
Trigger
Polling
Try It
Opportunity Discharged
Triggers when an Opportunity gets discharged.
Trigger
Polling
Try It

Outbound Referral Updated
Triggers when an Outbiund Referral is updated.
Trigger
Polling
Try It
Create Lead
Creates a new Lead
Action
Write
Create Referral Source
Creates a Referral Source
Action
Write
Find Account
Finds an Account.
Action
Write
Find Opportunity
Find or Create an Account / Opportunity
Action
Write
Recieve Input Only
Used to receive the input and check if request comes properly, mainly used to test zap
Action
Write

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Lead Created
Triggers when a new Lead is created.
Trigger
Polling
Try It
New Outbound Referral
Triggers when a new Outbound Referral is created.
Trigger
Polling
Try It
Opportunity Admitted
Triggers when an Opportunity gets changed to Admitted.
Trigger
Polling
Try It
Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Polling
Try It
Create Account
Creates an Account
Action
Write
Create Opportunity
Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
Action
Write
Create VOB
Creates a new VOB,
Action
Write
Find Lead
Find or Create Lead
Action
Write
Find Referral Source
Find or Create Referral Source
Action
Write

About Dazos CRM

For organizations who value every single lead, our advanced CRM empowers true oversight of your entire admissions and marketing departments.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more

Related categories

Forms & Surveys

Dazos CRM + Jotform

Create new leads in Dazos CRM from new submissions in Jotform

Supported triggers and actions

New Submission

Assign Form

Create Submission

Lead Converted to Opportunity

New Opportunity

New Referral Source

Opportunity Discharged

Outbound Referral Updated

Create Lead

Create Referral Source

Find Account

Find Opportunity

Recieve Input Only

New Signed Document

Assign Prefilled Form

API Request (Beta)

New Lead Created

New Outbound Referral

Opportunity Admitted

Opportunity Updated

Create Account

Create Opportunity

Create VOB

Find Lead

Find Referral Source

About Dazos CRM

Related categories

Similar apps

Zapier Interfaces

About Jotform

Related categories

Similar apps

Wufoo

Formstack

Typeform