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IXACT Contact CRM + Jotform

Create new IXACT Contact CRM contacts from new Jotform submissions

As new information lands in Jotform, this workflow promptly inputs the details into your IXACT Contact CRM, eliminating the need for manual data entry. It helps manage your contact list efficiently, curtailing potential duplications. Harness this workflow to make your data management tasks more seamless and efficient.

As new information lands in Jotform, this workflow promptly inputs the details into your IXACT Contact CRM, eliminating the need for manual data entry. It helps manage your contact list efficiently, curtailing potential duplications. Harness this workflow to make your data management tasks more seamless and efficient.

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerInstant
  2. automatically do this!
    IXACT Contact CRMIXACT Contact CRM
    Create Contact

    Creates a new Contact record

    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
    • First NameRequired

    • Last Name

    • Email

    • Company Name

    • Job Title

    • Website

    • Home address1

    • Home Address2

    • Home City

    • Home State / Province

    • Home Zip / Postal Code

    • Home Country

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Fax

    • Contact Status

    • Original Source

    • Groups

    • Notes

    Action
    Write
    • 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
    • First NameRequired

    • Last Name

    • Email

    • Company Name

    • Website

    • Home address1

    • Home Address2

    • Home City

    • Home State / Province

    • Home Zip / Postal Code

    • Home Country

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Fax

    • Original Source

    • Groups

    • Notes

    Action
    Write
ixact-contact-crm logo
ixact-contact-crm logo

About IXACT Contact CRM

IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

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