Create new Workiz leads from completed involve.me submissions
Boost your lead generation process by connecting involve.me and Workiz. With this workflow, every time you receive a new completed submission in involve.me, a lead will be created in Workiz. This seamless integration helps you save time, reduce manual data entry, and focus on delivering high-quality leads to your sales team.
- When this happens...New Completed SubmissionTriggers when a participant completes a submission in your funnel.
- automatically do this!Create LeadSchedules a new lead in your Workiz account.
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More things you can do with involve.me and Workiz
Discover other triggers and actions you can use with involve.me and Workiz
- involve.me FunnelRequired
Try ItTriggerInstant- OrganizationRequired
- EmailRequired
- TagRequired
ActionWrite- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling
- OrganizationRequired
- EmailRequired
ActionWrite- OrganizationRequired
- EmailRequired
- TagRequired
ActionWrite- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling
involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.
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Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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