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Jotform + Salesdash CRM

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.

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.

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerInstant
  2. automatically do this!
    Salesdash CRMSalesdash CRM
    Create Account

    Create a new account

    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
  • Salesdash CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It

    • 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
  • Salesdash CRM triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
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.
Learn moreHelp

Related categories

  • Forms & Surveys

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salesdash-crm logo
salesdash-crm logo

About Salesdash CRM

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

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