Create sales leads in Workbooks CRM from new WPForms entries
Kickstart your sales process with this perfect automation. Whenever a new entry is made in WPForms, it will create a sales lead in Workbooks CRM, ensuring you never miss a potential customer. No need to manually transfer data between the two services, saving you time and increasing team productivity. Turn your form entries into promising leads with ease and efficiency.
Kickstart your sales process with this perfect automation. Whenever a new entry is made in WPForms, it will create a sales lead in Workbooks CRM, ensuring you never miss a potential customer. No need to manually transfer data between the two services, saving you time and increasing team productivity. Turn your form entries into promising leads with ease and efficiency.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Sales Lead
Triggers when a new sales lead is created.
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FormRequired
Try ItNew 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 It
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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 It