IRIS CRM + Wufoo

Create a new lead in IRIS CRM when a new form is filled in Wufoo

Manually moving leads from a form tool to your CRM? Simplify that workflow with this automation. After you set it up, Zapier automatically creates a new lead in IRIS CRM when a new form is filled in Wufoo. Nice!

Manually moving leads from a form tool to your CRM? Simplify that workflow with this automation. After you set it up, Zapier automatically creates a new lead in IRIS CRM when a new form is filled in Wufoo. Nice!

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Create New Lead
Create a new lead.
ActionWrite

Try this template

Try this template

Supported triggers and actions

What does this mean?

New Entry (poll)
Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.
Trigger
Scheduled
New Field
Triggers when a new field is added to a form.
Trigger
Scheduled
New Form
Triggers when you build a new form.
Trigger
Scheduled
New Entry (webhook)
Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).
Trigger
Instant
New Entry
Triggers when someone fills out your form.
Trigger
Instant

Create Entry (Legacy)
Creates a new entry in Wufoo for a form and data you select (except not files).
Action
Write
Create Entry
Creates a new entry in Wufoo for a form and data you select.
Action
Write

Find a Submission
Find a form submission by a field and its value.
Action
Search

IRIS CRM
Triggers when a lead is created.
Instant
Trigger
IRIS CRM
Triggers when a lead is deleted.
Instant
Trigger
IRIS CRM
Triggers when a lead file is uploaded.
Instant
Trigger
IRIS CRM
Triggers when a lead email is received.
Instant
Trigger
IRIS CRM
Triggers when a lead note is added.
Instant
Trigger
IRIS CRM
Triggers when a lead is restored.
Instant
Trigger
IRIS CRM
Triggers when a lead's status is updated.
Instant
Trigger
IRIS CRM
Triggers when a lead is updated.
Instant
Trigger
IRIS CRM
Add file to a lead.
Scheduled
Action
IRIS CRM
Add note to a lead.
Scheduled
Action
IRIS CRM
Assign user(s) to a lead.
Scheduled
Action
IRIS CRM
Create a new lead.
Scheduled
Action
IRIS CRM
Send email to a lead.
Scheduled
Action
IRIS CRM
Send SMS to a lead.
Scheduled
Action
IRIS CRM
Update an existing lead.
Scheduled
Action
IRIS CRM
Update status of a lead.
Scheduled
Action

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.

Related categories

Payment Processing

About Wufoo

Wufoo is an easy way to create and manage HTML forms.

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Sign up with Google

Or

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy