Cognito Forms + Workiz
Create Workiz leads from new Cognito Forms entries
Effortlessly manage your leads by connecting Cognito Forms and Workiz. With this workflow, every time you receive a new entry in Cognito Forms, a lead will be created in Workiz, ensuring a seamless process in tracking and handling prospective clients. Stay organized and boost your efficiency by setting up this automation today.
Effortlessly manage your leads by connecting Cognito Forms and Workiz. With this workflow, every time you receive a new entry in Cognito Forms, a lead will be created in Workiz, ensuring a seamless process in tracking and handling prospective clients. Stay organized and boost your efficiency by setting up this automation today.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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About Workiz
Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.