123FormBuilder + Workbooks CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between 123FormBuilder and Workbooks CRM.


Get started with workflows like: Create Workbooks CRM cases for new 123FormBuilder submissions. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect 123FormBuilder + Workbooks CRM in Minutes

It's easy to connect 123FormBuilder + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Form

Triggers when a new form is added to your account.

InstantNew Case

Triggers when a new case is created.

InstantNew Person

Triggers when a new person is created.

InstantPosted Credit Note

Triggers when a credit note is posted.

New Submission

Triggers when a submission is added for a form of your choice.

InstantNew Organisation

Triggers when a new organisation is created.

InstantNew Sales Lead

Triggers when a new sales lead is created.

InstantPosted Invoice

Triggers when an invoice is complete and its status posted.

How 123FormBuilder + Workbooks CRM Integrations Work

  1. Step 1: Authenticate 123FormBuilder + Workbooks CRM.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect 123FormBuilder + Workbooks CRM