Paperform + Workiz
Create leads in Workiz from new Paperform form submissions
Easily streamline your lead generation process with this Paperform to Workiz workflow. Whenever you receive a new form submission on Paperform, a lead will be created in the Workiz app, saving you time and ensuring that all potential clients are promptly captured. Turn your form submissions into leads seamlessly, so you can focus on growing your business.
Easily streamline your lead generation process with this Paperform to Workiz workflow. Whenever you receive a new form submission on Paperform, a lead will be created in the Workiz app, saving you time and ensuring that all potential clients are promptly captured. Turn your form submissions into leads seamlessly, so you can focus on growing your business.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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FormRequired
Try ItJob Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
