IRIS CRM + Jotform
Assign prefilled forms in Jotform when lead statuses are updated in IRIS CRM
Keep your sales pipeline flowing smoothly with this efficient workflow. When an update occurs in the lead status within your IRIS CRM system, a customized form on Jotform is instantly assigned. This seamless integration helps ensure nothing falls through the cracks, letting your team respond quickly, maintain communication, and better serve your leads.
Keep your sales pipeline flowing smoothly with this efficient workflow. When an update occurs in the lead status within your IRIS CRM system, a customized form on Jotform is instantly assigned. This seamless integration helps ensure nothing falls through the cracks, letting your team respond quickly, maintain communication, and better serve your leads.
- When this happens...Lead Status Updated
Triggers when a lead's status is updated.
- automatically do this!Assign Prefilled Form
Invite assignees to complete your pre-populated form
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