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IRIS CRM + Jotform

Update IRIS CRM leads when new Jotform submissions come in

Effortlessly keep your leads up to date with this Jotform to IRIS CRM automation. Every time you receive a new submission in Jotform, the workflow will update the corresponding lead in IRIS CRM, ensuring your lead information is accurate and current. Save time and make managing your leads more efficient with this streamlined process.

Effortlessly keep your leads up to date with this Jotform to IRIS CRM automation. Every time you receive a new submission in Jotform, the workflow will update the corresponding lead in IRIS CRM, ensuring your lead information is accurate and current. Save time and make managing your leads more efficient with this streamlined process.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    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?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • IRIS CRM triggers, actions, and search

    Lead Deleted

    Triggers when a lead is deleted.

    Trigger
    Instant
    Try It
iris-crm logo
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.
Learn more

Related categories

  • Payment Processing
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