Paperform Integrations

Streamline data collection to CRM

Leverage Relay to channel new submissions directly into your CRM system. Each time a form is submitted on Paperform, Relay can create or update records in CRM platforms such as Salesforce, HubSpot, or Attio. This ensures your sales and marketing teams always have the most up-to-date information without manual data entry.

Automate task creation in project management tools

Convert Paperform submissions into actionable tasks within your preferred project management software, such as Asana, Trello, or Jira. This ensures that when a new form submission comes in, Relay automatically generates a task or ticket for your team to follow up on, keeping all projects aligned with incoming customer requests or feedback.

Custom notifications and follow-ups

Make sure your team never misses a beat by setting up Relay to send custom notifications through Slack, Microsoft Teams, or email each time a Paperform submission is received. Relay can go further by letting AI draft initial follow-up messages or summaries of the submission to speed up response times, while still offering the option for human review before sending.