Jotform + Radius CRM

Create Radius CRM leads/clients from new Jotform submissions

Effortlessly manage your leads and clients with this Jotform to Radius CRM integration. When a new submission is received in Jotform, this workflow will create a lead or client in Radius CRM, ensuring all your important data stays organized and readily available. Say goodbye to manual data entry and stay focused on growing your business by implementing this seamless automation.

Effortlessly manage your leads and clients with this Jotform to Radius CRM integration. When a new submission is received in Jotform, this workflow will create a lead or client in Radius CRM, ensuring all your important data stays organized and readily available. Say goodbye to manual data entry and stay focused on growing your business by implementing this seamless automation.

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerInstant
  2. automatically do this!
    Radius CRMRadius CRM
    Create Lead/Client

    Create a Lead or Client in Radius

    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
  • Radius CRM triggers, actions, and search

    Create Lead/Client

    Create a Lead or Client in Radius

    Action
    Write
    • 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
  • Radius CRM triggers, actions, and search

    Update Lead/Client

    Update an existing lead or client record in Radius.

    Action
    Write
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 more

Related categories

  • Forms & Surveys

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radius-crm logo
radius-crm logo

About Radius CRM

Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.

Related categories

  • CRM (Customer Relationship Management)

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