Create new Sales Leads in Workbooks CRM from Wufoo Form Entries

Rather than spending time exporting data from Wufoo and importing it into Workbooks, use Zapier to collect your leads through Wufoo forms and create them in Workbooks for you. After you set this Zap up, Zapier will automatically save new Wufoo form entries as new Sales Leads within Workbooks. Please read this Knowledge Base page for help with setting up this Zap.

How this Wufoo-Workbooks CRM integration works

  1. Someone completes your Wufoo form
  2. Zapier creates a new Sales Lead in Workbooks using the details submitted

Apps involved

  • Wufoo
  • Workbooks CRM
Create new Sales Leads in Workbooks CRM from Wufoo Form Entries
Wufoo integration logo

Wufoo is an easy way to create and manage HTML forms.

Workbooks CRM integration logo

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

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