Loading

Delighted + Workbooks CRM

Create sales leads in Workbooks CRM from new Delighted responses

Boost your sales efforts by connecting Delighted with Workbooks CRM to streamline your lead generation process. With this automation, every time a new response is received in Delighted, a sales lead will be created in Workbooks CRM, ensuring timely follow-up and enhancing your sales team's efficiency. Stay on top of your prospects and increase conversion rates by simplifying your workflow.

Boost your sales efforts by connecting Delighted with Workbooks CRM to streamline your lead generation process. With this automation, every time a new response is received in Delighted, a sales lead will be created in Workbooks CRM, ensuring timely follow-up and enhancing your sales team's efficiency. Stay on top of your prospects and increase conversion rates by simplifying your workflow.

  1. When this happens...
    DelightedDelighted
    New Response

    Triggers when a new response is received in this Delighted Project.

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

    Triggers when a new sales lead is created.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Delighted triggers, actions, and search

    New Response

    Triggers when a new response is received in this Delighted Project.

    Trigger
    Scheduled
    Try It
    • Person ID

    • EmailRequired

    • Phone Number

    • Name

    • Properties

    Action
    Write
    • EmailRequired

    • Name

    • Last Sent At

    Action
    Write
    • Person ID

    • Email

    • Phone Number

    Action
    Write
  • Delighted triggers, actions, and search

    New Unsubscribe

    Triggers when a person unsubscribes from Delighted surveys.

    Trigger
    Scheduled
    Try It
    • Person ID

    • Email

    • Phone NumberRequired

    • Name

    • Properties

    Action
    Write
    • Person IDRequired

    • Created At

    • ScoreRequired

    • Comment

    • Properties

    Action
    Write
    • Person ID

    • Email

    • Phone Number

    Action
    Write
delighted logo
delighted logo

About Delighted

Delighted is the easiest and most beautiful way to measure customer happiness.
Learn moreHelp

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier