Create new Workbooks CRM leads from Unbounce form submissions
Enhance your lead generation process with this seamless workflow between Unbounce and Workbooks CRM. When a new form submission is received in Unbounce, a sales lead will be created in Workbooks CRM. This automation saves you time and ensures no valuable leads are missed, streamlining your sales pipeline and maximizing efficiency.
Enhance your lead generation process with this seamless workflow between Unbounce and Workbooks CRM. When a new form submission is received in Unbounce, a sales lead will be created in Workbooks CRM. This automation saves you time and ensures no valuable leads are missed, streamlining your sales pipeline and maximizing efficiency.
- When this happens...Create Sales Lead
Triggers when a new sales lead is created.
- automatically do this!New Form Submission
Triggers when a new Form Submission is received on a Landing Page, Overlay or Sticky Bar.
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New Case
Triggers when a new case is created.
Try ItNew Person
Triggers when a new person is created.
Try ItPosted Credit Note
Triggers when a credit note is posted.
Try ItLookup nameRequired
Value
Value list
Default value
New Organisation
Triggers when a new organisation is created.
Try ItNew Sales Lead
Triggers when a new sales lead is created.
Try ItPosted Invoice
Triggers when an invoice is complete and its status posted.
Try ItMarketing CampaignRequired
Party or Lead IDRequired
Party or Lead TypeRequired
Member's NameRequired
Status