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Cognito Forms + Workbooks CRM Integrations

How to connect Cognito Forms + Workbooks CRM

Zapier lets you send info between Cognito Forms and Workbooks CRM automatically—no code required.

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Supported triggers and actions

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How Cognito Forms + Workbooks CRM Integrations Work

  1. Step 1: Authenticate Cognito Forms and 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.
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Cognito Forms Tutorials

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn More

Related categories

  • Forms & Surveys

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About Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

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