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Choose a Trigger

Choose an Action

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Start with a template that brings Dazos CRM and Jotform together. Build enterprise-grade automation in minutes.

Our most popular template

Create new leads in Dazos CRM from new submissions in Jotform
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Jotform + Dazos CRM

Create new leads in Dazos CRM from new submissions in Jotform

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Jotform + Dazos CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate Dazos CRM with Jotform - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Converted to Opportunity" from Dazos CRM.

Add your action

An action happens after the trigger—such as "Assign Form" in Jotform.

You’re connected!

Zapier seamlessly connects Dazos CRM and Jotform, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Trigger
Polling
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
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New Referral Source
Triggers when a new Referral Source is created.
Trigger
Polling
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Opportunity Discharged
Triggers when an Opportunity gets discharged.
Trigger
Polling
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Outbound Referral Updated
Triggers when an Outbiund Referral is updated.
Trigger
Polling
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Create Lead
Creates a new Lead
Action
Write
Create Referral Source
Creates a Referral Source
Action
Write

Find Account
Finds an Account.
Action
Write
Find Opportunity
Find or Create an Account / Opportunity
Action
Write
Recieve Input Only
Used to receive the input and check if request comes properly, mainly used to test zap
Action
Write
- Document
  Required
Trigger
Polling
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- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New Lead Created
Triggers when a new Lead is created.
Trigger
Polling
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New Outbound Referral
Triggers when a new Outbound Referral is created.
Trigger
Polling
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Opportunity Admitted
Triggers when an Opportunity gets changed to Admitted.
Trigger
Polling
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Polling
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Create Account
Creates an Account
Action
Write
Create Opportunity
Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
Action
Write
Create VOB
Creates a new VOB,
Action
Write
Find Lead
Find or Create Lead
Action
Write
Find Referral Source
Find or Create Referral Source
Action
Write
- Form
  Required
Trigger
Instant
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- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write

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Connect Dazos CRM and Jotform to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Jotform on the Zapier blog

Make work flow with AI

Level up your Dazos CRM to Jotform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Dazos CRM

For organizations who value every single lead, our advanced CRM empowers true oversight of your entire admissions and marketing departments.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys

Connect Dazos CRM and Jotform to power AI-driven automation

Launch your first automated workflow

Create new leads in Dazos CRM from new submissions in Jotform

Create new leads in Dazos CRM from new submissions in Jotform

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Dazos CRM and Jotform to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Jotform on the Zapier blog

How to automatically save Jotform responses in Google Sheets

5 ways to automate Jotform with Zapier

How to connect JotForm to Salesforce and automatically send leads to your CRM

Make work flow with AI

Connect Dazos CRM to Jotform on the world's largest no-code automation platform