Workiz + WPForms

Workiz + WPForms integrations

Create new Workiz leads from new WPForms form entries

Streamline your lead generation process by linking your WPForms directly to the Workiz platform. This workflow starts the moment a new form entry is made on WPForms, then promptly creates a lead in Workiz. It's a simple and effective way to ensure all potential clients in your WPForms database are smoothly transitioned into your Workiz operations, accelerating your lead management and keeping your business moving forward.

When this happens...
New Form EntryTriggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create LeadSchedules a new lead in your Workiz account.
ActionWrite

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More things you can do with WPForms and Workiz

Discover other triggers and actions you can use with WPForms and Workiz

- Form
  Required
Trigger
Instant
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Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
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Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Job Status Change
Triggers when a job status is changed
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write

About Workiz

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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Related categories

Scheduling & Booking

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

WordPress

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