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Workbooks CRM + Wufoo

Create new Sales Leads in Workbooks CRM from Wufoo Form Entries

Rather than spending time exporting data from Wufoo and importing it into Workbooks, use Zapier to collect your leads through Wufoo forms and create them in Workbooks for you. After you set this Zap up, Zapier will automatically save new Wufoo form entries as new Sales Leads within Workbooks. Please read this Knowledge Base page for help with setting up this Zap.

Rather than spending time exporting data from Wufoo and importing it into Workbooks, use Zapier to collect your leads through Wufoo forms and create them in Workbooks for you. After you set this Zap up, Zapier will automatically save new Wufoo form entries as new Sales Leads within Workbooks. Please read this Knowledge Base page for help with setting up this Zap.

  1. When this happens...
    WufooWufoo
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    Workbooks CRMWorkbooks CRM
    Create Sales Lead

    Triggers when a new sales lead is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Scheduled
    Try It
  • Wufoo triggers, actions, and search

    New Form

    Triggers when you build a new form.

    Trigger
    Scheduled
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • Form HashRequired

    Action
    Write
    • Form Hash

    Trigger
    Instant
    Try It
    • Form HashRequired

    Action
    Write
    • Form HashRequired

    • Field TitleRequired

    • Search ValueRequired

    Action
    Search
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About Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.
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Related categories

  • CRM (Customer Relationship Management)

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