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.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create Sales Lead
Triggers when a new sales lead is created.
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