involve.me + Workbooks CRM

Create sales leads in Workbooks CRM for new involve.me submissions

Capture new sales leads efficiently with this seamless workflow between involve.me and Workbooks CRM. When a submission is completed in involve.me, a sales lead is instantly created in Workbooks CRM, ensuring you never miss an opportunity to connect with potential clients. Streamline your lead management process and boost productivity with this powerful automation.

When this happens...
New Completed Submission
Triggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create Sales Lead
Triggers when a new sales lead is created.
ActionWrite

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Supported triggers and actions

- involve.me FunnelRequired
Trigger
Instant
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New Organisation
Triggers when a new organisation is created.
Trigger
Instant
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New Sales Lead
Triggers when a new sales lead is created.
Trigger
Instant
Try It
Posted Invoice
Triggers when an invoice is complete and its status posted.
Trigger
Instant
Try It
- Marketing CampaignRequired
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status
Action
Write

- SummaryRequired
- Assigned ToRequired
- StatusRequired
- Description
- Contact
- Contact Email
- Contact Telephone
- Priority
- Product Category
- Resolution Status
- Resolution Description
- Source
- Type
Action
Write
- Customer Order NameRequired
- Assigned toRequired
- Document CurrencyRequired
- Customer Order DateRequired
- StatusRequired
- Tax point dateRequired
- Accounting period ID
Action
Write

- Organisation NameRequired
- Assigned ToRequired
- Category
- Industry
- Website
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Campaign
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Write
- Title
- Lead Person's NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Write
- IdRequired
- Lock VersionRequired
- Member's NameRequired
- Status
Action
Write
- IdRequired
- Lock VersionRequired
- Organisation Name
- Assigned To
- Category
Action
Write
- IdRequired
- Lock VersionRequired
- Title
- Lead Person's Name
- Assigned To
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Write
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- EmailRequired
- Marketing CampaignRequired
Action
Search
- Customer Order Name
- External Reference
- Object Reference
Action
Search
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
Action
Search
- Campaign Name
- Object Reference
- External Reference
- NameRequired
- Assigned ToRequired
- Type
- Status
- Start Date
- End Date
Action
Search or write
- StatusRequired
- Marketing CampaignRequired
- External Reference
- Marketing CampaignRequired
- StatusRequired
Action
Search or write
- Organisation Name
- Website
- Object Reference
- External Reference
- Organisation NameRequired
- Assigned ToRequired
- Category
- Industry
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Campaign
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Search or write
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
- Title
- Lead Person's NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Search or write

New Case
Triggers when a new case is created.
Trigger
Instant
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New Person
Triggers when a new person is created.
Trigger
Instant
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Posted Credit Note
Triggers when a credit note is posted.
Trigger
Instant
Try It
- Lookup nameRequired
- Value
- Value list
- Default value
Action
Write
- Marketing CampaignRequired
- StatusRequired
Action
Write
- NameRequired
- Assigned ToRequired
- Type
- Status
- Start Date
- End Date
Action
Write
- Customer Order NameRequired
- Assigned toRequired
- Document CurrencyRequired
- Customer Order DateRequired
- StatusRequired
- Tax point dateRequired
- Product
- Line Description
- QuantityRequired
- Unit price (document currency)Required
- Additional Discount 1 %
- Additional Discount 2 %
- Delivery Country
- Delivery County/State
- Delivery date
- Delivery Postcode/Zipcode
- Delivery Street Address
- Delivery Town or City
- Discount given (document currency)
- Discount given (home currency)
- Display order
- Document currency
- End Date
- Event
- External Reference
- Gross (document currency)
- Gross (home currency)
- Home currency
- Location
- Net (document currency)
- Net (home currency)
- Parent Line Item
- Price Discount %
- Pricing scheme
- Sales tax (document currency)
- Sales tax (home currency)
- Sales tax code
- Sales tax ruleset
- Start Date
- Status
- Supply scheme
- Tax adjustment (document currency)
- Tax adjustment (home currency)
- Total cost (document currency)
- Total cost (home currency)
- Unit cost (document currency)
- Unit cost (home currency)
- Unit price (home currency)
Action
Write
- Title
- Person NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Write
- SubjectRequired
- Due Date
- Completed Date
- Assigned ToRequired
- TypeRequired
- StatusRequired
- PriorityRequired
- Primary Contact ID
- Primary Contact Type
- Description
Action
Write
- IdRequired
- Lock VersionRequired
- Customer Order Name
- Assigned to
- Document Currency
- Customer Order Date
- Status
- Tax point date
- Accounting period ID
Action
Write
- IdRequired
- Lock VersionRequired
- Title
- Person Name
- Assigned To
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Write
- Campaign Name
- Object Reference
- External Reference
Action
Search
- StatusRequired
- Marketing CampaignRequired
- External Reference
Action
Search
- Organisation Name
- Website
- Object Reference
- External Reference
Action
Search
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
Action
Search
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- EmailRequired
- Marketing CampaignRequired
- Marketing CampaignRequired
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status
Action
Search or write
- Customer Order Name
- External Reference
- Object Reference
- Customer Order NameRequired
- Assigned toRequired
- Document CurrencyRequired
- Customer Order DateRequired
- StatusRequired
- Tax point dateRequired
- Accounting period ID
Action
Search or write
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
- Title
- Person NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Search or write