Connect Jotform and Perfex CRM
Integrate Jotform with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Jotform + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Jotform
When this happens...
New Submission
Choose an action
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Lead in Perfexcrm when New Submission in Jotform
Use this flowCreate Contract in Perfexcrm when New Submission in Jotform
Use this flowCreate Customer in Perfexcrm when New Submission in Jotform
Use this flowCreate Estimate in Perfex CRM when New Submission in Jotform
Use this flowCreate Project in Perfexcrm when New Submission in Jotform
Use this flowCreate Proposal in Perfex CRM when New Submission in Jotform
Use this flowCreate Task in Perfexcrm when New Submission in Jotform
Use this flowCreate Ticket in Perfex CRM when New Submission in Jotform
Use this flowCreate Timesheet in Perfexcrm when New Submission in Jotform
Use this flowCreate Form in Jotform when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Jotform and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission
Runs when a new submission is added to a specific form.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
Do thisActions
Action is the task that follows automatically within your Jotform integrations.
Create Form
Create a new form to collect responses.
List Forms
List all your Jotform forms with each form's ID, title, status, date of last submission, and form link.
Create Submission
Create a Jotform submission from provided responses and return the submission ID and URL.
List Form Questions
Lists all questions from a Jotform form using its form ID.
Add Question
Adds a new question to a form.
Create Lead
Creates a new lead
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Jotform and Perfex CRM workflows.
Learn how to automate Jotform and Perfex CRM workflows.
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About Jotform
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
Learn more
About Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Jotform and Perfex CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Jotform and Perfex CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Perfex CRM. No coding required.
Yes. You can set up a workflow where Jotform triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Jotform. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Jotform and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Jotform and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
