Formsite + Workiz
Create Workiz leads from new Formsite form results
Effortlessly manage leads from Formsite forms by instantly creating new leads in Workiz. This workflow is activated as soon as a new Formsite form result is received, ensuring valuable lead information is streamlined directly into Workiz, speeding up your sales process and increasing efficiency. Save time and stay organized by automating your lead management with this powerful integration.
Effortlessly manage leads from Formsite forms by instantly creating new leads in Workiz. This workflow is activated as soon as a new Formsite form result is received, ensuring valuable lead information is streamlined directly into Workiz, speeding up your sales process and increasing efficiency. Save time and stay organized by automating your lead management with this powerful integration.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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FormRequired
Try ItJob Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
