Jotform + Radius CRM
Update Radius CRM leads/clients with new submissions from Jotform
Stay organized and efficient with this streamlined workflow. Every time a new submission is received on Jotform, it will update the corresponding lead or client in Radius CRM. This ensures your CRM is always up-to-date with the most recent information. Enhance your productivity, forget manual data entry, and focus more on building strong client relationships.
Stay organized and efficient with this streamlined workflow. Every time a new submission is received on Jotform, it will update the corresponding lead or client in Radius CRM. This ensures your CRM is always up-to-date with the most recent information. Enhance your productivity, forget manual data entry, and focus more on building strong client relationships.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Update Lead/Client
Update an existing lead or client record in Radius.
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Create Lead/Client
Create a Lead or Client in Radius
DocumentRequired
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Invitation Message
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Update Lead/Client
Update an existing lead or client record in Radius.
