Jotform + Perfex CRM

Create leads in Perfex CRM from new Jotform submissions

Effortlessly manage and grow your contact list with this Jotform to Perfex CRM automation. Whenever a new submission is received in Jotform, a lead will be created in Perfex CRM, making it easy to keep track of potential clients and their information. Say goodbye to manual data entry and streamline your lead generation process with this seamless workflow.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Lead
Creates new 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
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It

New Task
Triggers when there's a new task.
Trigger
Instant
Try It
Create Customer
Create a Customer
Action
Write

Create Lead
Creates new Lead
Action
Write
Create Task
Create a new task
Action
Write

- DocumentRequired
Trigger
Scheduled
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- 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
New Invoice
Triggers when a new invoice in created.
Trigger
Instant
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New Project
Triggers when there's a new project.
Trigger
Instant
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New Ticket
Triggers when a new support ticket is created.
Trigger
Instant
Try It
Create Invoice
Creates a new invoice
Action
Write
Create Project
Creates a new project
Action
Write

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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