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Formstack + IRIS CRM

Create IRIS CRM leads from new Formstack submissions

Effortlessly manage your leads by connecting Formstack to IRIS CRM with this seamless automation. When a new submission is received in Formstack, a new lead will be created in your IRIS CRM account, enabling you to streamline your lead collection and follow-up process. Say goodbye to manual data entry and ensure timely response to potential customers with this efficient workflow.

Effortlessly manage your leads by connecting Formstack to IRIS CRM with this seamless automation. When a new submission is received in Formstack, a new lead will be created in your IRIS CRM account, enabling you to streamline your lead collection and follow-up process. Say goodbye to manual data entry and ensure timely response to potential customers with this efficient workflow.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    IRIS CRMIRIS CRM
    Create New Lead

    Create a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
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About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn moreHelp

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  • Forms & Surveys

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About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

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