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Paperform + Spotler CRM

Create new Spotler CRM accounts from Paperform form submissions

Easily streamline your lead management process with this Paperform to Spotler CRM workflow. Whenever you receive a new form submission in Paperform, this automation will create an account in Spotler CRM, ensuring that your contacts are updated and organized. Save time and improve efficiency by letting this integration keep your CRM data up-to-date.

Easily streamline your lead management process with this Paperform to Spotler CRM workflow. Whenever you receive a new form submission in Paperform, this automation will create an account in Spotler CRM, ensuring that your contacts are updated and organized. Save time and improve efficiency by letting this integration keep your CRM data up-to-date.

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

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    Spotler CRMSpotler CRM
    Create Account

    Finds an account within your CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Probability

    • Status

    Trigger
    Instant
    Try It
    • Name

    • Address Line

    • City

    • County/State

    • Postcode/Zip

    • Country

    • Owner

    Action
    Write
    • Type

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

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • AccountRequired

    • Activity DateRequired

    • Activity TypeRequired

    • Description

    Action
    Write
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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spotler-crm logo
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About Spotler CRM

Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.

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