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Paperform + Perfex CRM

Create leads in Perfex CRM for new Paperform form submissions

Effortlessly keep track of new leads from your Paperform submissions by setting up this efficient automation. With this workflow, each time you receive a new form submission on Paperform, a new lead will be created in Perfex CRM, saving you time and ensuring you have all the important information in one place. Now, you can focus on nurturing those connections and growing your business.

Effortlessly keep track of new leads from your Paperform submissions by setting up this efficient automation. With this workflow, each time you receive a new form submission on Paperform, a new lead will be created in Perfex CRM, saving you time and ensuring you have all the important information in one place. Now, you can focus on nurturing those connections and growing your business.

  1. When this happens...
    PaperformPaperform
    New Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    Perfex CRMPerfex CRM
    Create Lead

    Creates new Lead

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
  • Perfex CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice in created.

    Trigger
    Instant
    Try It
  • Perfex CRM triggers, actions, and search

    New Ticket

    Triggers when a new support ticket is created.

    Trigger
    Instant
    Try It
paperform logo
paperform logo

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.
Learn moreHelp

Related categories

  • Forms & Surveys

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About Perfex CRM

Perfex CRM is a Customer Relationship Management software designed for small businesses and freelancers.

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