Workbooks CRM + WPForms

Manage new WPForms entries by creating cases in Workbooks CRM

Streamline your customer management with this seamless workflow. When a new entry is recorded in WPForms, it automatically creates a case in Workbooks CRM. This automation not only saves time but ensures you stay on top of every customer interaction, allowing you to improve service and grow your business. Manage your client records effortlessly with this easy workflow.

Streamline your customer management with this seamless workflow. When a new entry is recorded in WPForms, it automatically creates a case in Workbooks CRM. This automation not only saves time but ensures you stay on top of every customer interaction, allowing you to improve service and grow your business. Manage your client records effortlessly with this easy workflow.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    Workbooks CRMWorkbooks CRM
    Create Case

    Triggers when a new case is created.

    ActionWrite
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Supported triggers and actions

    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
  • Workbooks CRM triggers, actions, and search

    New Organisation

    Triggers when a new organisation is created.

    Trigger
    Instant
    Try It
  • Workbooks CRM triggers, actions, and search

    New Sales Lead

    Triggers when a new sales lead is created.

    Trigger
    Instant
    Try It
  • Workbooks CRM triggers, actions, and search

    Posted Invoice

    Triggers when an invoice is complete and its status posted.

    Trigger
    Instant
    Try It
workbooks logo
workbooks logo

About Workbooks CRM

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

Related categories

  • CRM (Customer Relationship Management)

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wpforms logo
wpforms logo

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 more

Related categories

  • Forms & Surveys
  • WordPress

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