Paperform + Workbooks CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Paperform and Workbooks CRM, with as many as 15 possible integrations. Are you ready to find your productivity superpowers?

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Connect Paperform + Workbooks CRM in Minutes

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

All Triggers & Actions

InstantNew Form Submission

Triggers when a form is submitted.

InstantNew Organisation

Triggers when a new organisation is created.

InstantNew Sales Lead

Triggers when a new sales lead is created.

InstantPosted Invoice

Triggers when an invoice is complete and its status posted.

Create Marketing Campaign Status

Adds a new status to a Marketing Campaign.

InstantNew Case

Triggers when a new case is created.

InstantNew Person

Triggers when a new person is created.

InstantPosted Credit Note

Triggers when a credit note is posted.

Create Marketing Campaign Member

Adds a new member to a Marketing Campaign.

Create Case

Creates a new case.

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