Jotform + Wise Agent CRM

Create new leads in Wise Agent CRM from new submissions in Jotform

Streamline your lead management efforts with this workflow. When a new submission comes through Jotform, it triggers the creation of a new lead in Wise Agent CRM without delay, enabling swift responses to each enquiry. This smooth, automated routine leaves you with more time to focus on fostering strong client relationships.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Add/Update Lead/Contact
Adds or updates a lead.
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
- Webhook TypeRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Email Address
- Home Phone
- Cell Phone
- Business Phone
- Fax Number
- Company
- Address
- Suite Number
- City
- State
- Zip Code
- Source
- Website
- Categories
- Note
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
- Contact/Lead IDRequired
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