123FormBuilder + Workbooks CRM
Create Workbooks CRM cases for new 123FormBuilder submissions
Keep track of all of your customer interactions in one place by allowing automation to do the heavy lifting. Once active, this integration will instantly create a new case in Workbooks CRM every time a new form submission is created in 123FormBuilder.
Keep track of all of your customer interactions in one place by allowing automation to do the heavy lifting. Once active, this integration will instantly create a new case in Workbooks CRM every time a new form submission is created in 123FormBuilder.
- When this happens...New Submission
Triggers when a submission is added for a form of your choice.
- automatically do this!Create Case
Triggers when a new case is created.
- Free forever for core features
- 14 day trial for premium features & apps
About 123FormBuilder
123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!
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Forms & Surveys, WordPressAbout Workbooks CRM
Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.
