Formidable Forms

Formidable Forms + Workbooks CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Formidable Forms and Workbooks CRM, with as many as 18 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Formidable Forms + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Entry

Triggers when a new form is submitted.

Create Marketing Campaign Status

Adds a new status to a Marketing Campaign.

Delete Entry

Triggers when an entry is deleted.

Create Organisation

Creates a new organisation.

Posted Invoice

Triggers when an invoice is complete and its status posted.

Create Case

Creates a new case.

New Case

Triggers when a new case is created.

Create Task

Creates a new task.

New Person

Triggers when a new person is created.

Create Person

Creates a new person.

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Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

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.

See Workbooks CRM Integrations