Create leads in Workbooks CRM from new Formstack submissions
Easily turn new Formstack submissions into valuable sales leads in your Workbooks CRM with this seamless workflow. Once set up, every time a submission is received in Formstack, a sales lead will be created in Workbooks CRM, ensuring no potential clients slip through the cracks. Save time and keep your sales team in the loop with this efficient automation.
Easily turn new Formstack submissions into valuable sales leads in your Workbooks CRM with this seamless workflow. Once set up, every time a submission is received in Formstack, a sales lead will be created in Workbooks CRM, ensuring no potential clients slip through the cracks. Save time and keep your sales team in the loop with this efficient automation.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create Sales Lead
Triggers when a new sales lead is created.
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