IRIS CRM + Paperless Forms
Update IRIS CRM leads when new Paperless Forms entries are received
Streamline your lead management process by connecting your Paperless Forms with IRIS CRM. With this workflow, every time a new entry is submitted through Paperless Forms, the lead information will be updated in IRIS CRM, ensuring all your lead details are always up-to-date. Save time on manual data entry and focus on nurturing leads with this simple yet effective automation.
Streamline your lead management process by connecting your Paperless Forms with IRIS CRM. With this workflow, every time a new entry is submitted through Paperless Forms, the lead information will be updated in IRIS CRM, ensuring all your lead details are always up-to-date. Save time on manual data entry and focus on nurturing leads with this simple yet effective automation.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Update Lead
Update an existing lead.
- Free forever for core features
- 14 day trial for premium features & apps
