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123FormBuilder + Workbooks CRM

Create sales leads in Workbooks CRM for new 123FormBuilder forms

Easily streamline your sales lead process with this 123FormBuilder-Workbooks CRM workflow. Whenever a new form is submitted through 123FormBuilder, a sales lead will be created in your Workbooks CRM. That way, you can save time and ensure no potential client falls through the cracks. Let this automation keep your sales pipeline organized and focused.

Easily streamline your sales lead process with this 123FormBuilder-Workbooks CRM workflow. Whenever a new form is submitted through 123FormBuilder, a sales lead will be created in your Workbooks CRM. That way, you can save time and ensure no potential client falls through the cracks. Let this automation keep your sales pipeline organized and focused.

  1. When this happens...
    123FormBuilder123FormBuilder
    New Form

    Triggers when a new form is added to your account.

    TriggerScheduled
  2. automatically do this!
    Workbooks CRMWorkbooks CRM
    Create Sales Lead

    Triggers when a new sales lead is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 123FormBuilder triggers, actions, and search

    New Form

    Triggers when a new form is added to your account.

    Trigger
    Scheduled
    Try It
  • Workbooks CRM triggers, actions, and search

    Posted Credit Note

    Triggers when a credit note is posted.

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Scheduled
    Try It
  • Workbooks CRM triggers, actions, and search

    New Organisation

    Triggers when a new organisation is created.

    Trigger
    Instant
    Try It
  • Workbooks CRM triggers, actions, and search

    New Sales Lead

    Triggers when a new sales lead is created.

    Trigger
    Instant
    Try It
  • Workbooks CRM triggers, actions, and search

    Posted Invoice

    Triggers when an invoice is complete and its status posted.

    Trigger
    Instant
    Try It
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123formbuilder logo

About 123FormBuilder

123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!
Learn moreHelp

Related categories

  • Forms & Surveys

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workbooks logo
workbooks logo

About Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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