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.
- automatically do this!Create LeadSchedules a new lead in your Workiz account.
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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
- FormRequired
Try ItTriggerInstant- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling
- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First 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
ActionWrite
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.
Related categories
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.
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