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Formstack + IRIS CRM

Update IRIS CRM leads when new Formstack submissions are received

Effortlessly streamline your lead management process by connecting Formstack and IRIS CRM with this powerful workflow. When a new submission is received in Formstack, the lead information in IRIS CRM will be updated instantly. This seamless automation saves time and keeps your CRM current, allowing you to focus on nurturing relationships and increasing sales.

Effortlessly streamline your lead management process by connecting Formstack and IRIS CRM with this powerful workflow. When a new submission is received in Formstack, the lead information in IRIS CRM will be updated instantly. This seamless automation saves time and keeps your CRM current, allowing you to focus on nurturing relationships and increasing sales.

  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
    Update Lead

    Update an existing 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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formstack logo

About Formstack

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

Related categories

  • Forms & Surveys

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iris-crm logo

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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