Wisepops + Workbooks CRM

Create sales leads in Workbooks CRM for new sign-ups collected in Wisepops

Automate your sales process with this seamless workflow. When a new sign-up is collected in Wisepops, a new sales lead is instantly created in Workbooks CRM. This ensures no potential clients slip through the cracks and helps businesses optimize their lead management, all in real-time. Enhance your efficiency by streamlining your customer acquisition process with this Wisepops-Workbooks CRM integration.

When this happens...
New Sign-Up Collected
Triggers when a new sign-up is collected.
TriggerInstant
automatically do this!
Create Sales Lead
Triggers when a new sales lead is created.
ActionWrite

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Supported triggers and actions

- Campaign
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
New Organisation
Triggers when a new organisation is created.
Trigger
Instant
Try It
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

- Campaign
Trigger
Instant
Try It
New Case
Triggers when a new case is created.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
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

About Wisepops

Wisepops is an on-site marketing platform used to grow your email list and boost sales. It allows you to display a message to any segment of your visitors using popups, sign-up bars, exit-intent popups, and on-site messaging without any dev needed.

Learn more

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Wisepops + Workbooks CRM

Create sales leads in Workbooks CRM for new sign-ups collected in Wisepops

New Sign-Up Collected

New Survey Collected

New Organisation

New Sales Lead

Posted Invoice

Create Marketing Campaign Member

Create Case

Create Customer Order

Create Organisation

Create Sales Lead

Update Marketing Campaign Member

Update Organisation

Update Sales Lead

Find a Marketing Campaign Member

Find a Customer Order

Find a Person

Find or Create a Marketing Campaign

Find or Create a Marketing Campaign Member Status

Find or Create an Organisation

Find or Create a Sales Lead

New Phone Collected

New Case

New Person

Posted Credit Note

Perform Dynamic Lookup

Create Marketing Campaign Member Status

Create Marketing Campaign

Create Customer Order and Line Items

Create Person

Create Task

Update Customer Order

Update Person

Find a Marketing Campaign

Find a Marketing Campaign Member Status

Find an Organisation

Find a Sales Lead

Find or Create a Marketing Campaign Member

Find or Create an Order

Find or Create a Person

About Wisepops

Related categories

Similar apps

Zapier Interfaces

About Workbooks CRM

Related categories

Similar apps

Zapier Interfaces