Jotform + Radius CRM

Update Radius CRM leads/clients with new submissions from Jotform

Stay organized and efficient with this streamlined workflow. Every time a new submission is received on Jotform, it will update the corresponding lead or client in Radius CRM. This ensures your CRM is always up-to-date with the most recent information. Enhance your productivity, forget manual data entry, and focus more on building strong client relationships.

Stay organized and efficient with this streamlined workflow. Every time a new submission is received on Jotform, it will update the corresponding lead or client in Radius CRM. This ensures your CRM is always up-to-date with the most recent information. Enhance your productivity, forget manual data entry, and focus more on building strong client relationships.

  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
    Update Lead/Client

    Update an existing lead or client record 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

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  • Forms & Surveys

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radius-crm logo
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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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