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.

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

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
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 NameRequired
- Email
- Phone
- Phone Extension
- Address
- City
- State
- Country
- Description
- Mobile
- Birthday
- Zip
Action
Write

- Account NameRequired
- Email
- Phone
- Address
- City
- State
- Country
- Description
- Phone extension
- Account idRequired
Action
Write

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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 NameRequired
- Email
- Phone
- City
- Address
- State
- Country
- Description
- Phone Extension
- Zipsss
- Website
Action
Write
- Deal NameRequired
- RevenueRequired
- Close DateRequired
- FunnelRequired
- StageRequired
- Email
- Website
- Description
- Account NameRequired
Action
Write
- Contact NameRequired
- Email
- Phone
- Address
- City
- State
- Country
- Description
- Mobile
- Birthday
- Contact idRequired
- 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 more