Jotform + Salesdash CRM

Jotform + Salesdash CRM integrations

Create Salesdash CRM accounts from new Jotform submissions

Easily manage your new client onboarding process with this Jotform to Salesdash CRM automation. Whenever you receive a new submission in Jotform, a new account will be created in Salesdash CRM, saving you time and ensuring your client information stays organized and up-to-date. Say goodbye to manual data entry and focus on growing your business.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create AccountCreate a new account
ActionWrite

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More things you can do with Jotform and Salesdash CRM

Discover other triggers and actions you can use with Jotform and Salesdash CRM

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact created.
Trigger
Polling
Try It

New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Contact Name
  Required
- Email
- Phone
- Phone Extension
- Address
- City
- State
- Country
- Description
- Mobile
- Birthday
- Zip
Action
Write

- Account Name
  Required
- Email
- Phone
- Address
- City
- State
- Country
- Description
- Phone extension
- Account id
  Required
Action
Write

- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
- Account Name
  Required
- Email
- Phone
- City
- Address
- State
- Country
- Description
- Phone Extension
- Zipsss
- Website
Action
Write
- Deal Name
  Required
- Revenue
  Required
- Close Date
  Required
- Funnel
  Required
- Stage
  Required
- Email
- Website
- Description
- Account Name
  Required
Action
Write
- Contact Name
  Required
- Email
- Phone
- Address
- City
- State
- Country
- Description
- Mobile
- Birthday
- Contact id
  Required
- Phone Extension
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.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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About Salesdash CRM

Salesdash CRM helps small businesses grow sales with our simple client management software.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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