Create sales leads in Workbooks CRM from new Formsite form results
Move seamlessly between Formsite form submissions and your Workbooks CRM. With this automation, every time you receive a new Formsite result, an opportunity will be created in your Workbooks CRM. It's the perfect way to ensure potential sales leads are captured promptly and managed effectively, saving you valuable time and simplifying lead management.
Move seamlessly between Formsite form submissions and your Workbooks CRM. With this automation, every time you receive a new Formsite result, an opportunity will be created in your Workbooks CRM. It's the perfect way to ensure potential sales leads are captured promptly and managed effectively, saving you valuable time and simplifying lead management.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Sales Lead
Triggers when a new sales lead is created.
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