Growform + Workiz
Create new Workiz leads from new Growform form submissions
Transform every new form submission on Growform into a lead in the Workiz app using this convenient workflow. As soon as someone completes your form in Growform, the information helps create a fresh lead in Workiz, making it easier to follow up. It's a simple, time-saving solution for sales and marketing team to efficiently manage their leads.
Transform every new form submission on Growform into a lead in the Workiz app using this convenient workflow. As soon as someone completes your form in Growform, the information helps create a fresh lead in Workiz, making it easier to follow up. It's a simple, time-saving solution for sales and marketing team to efficiently manage their leads.
- When this happens...New Form Submission
Triggers when a new form submission is created.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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Form IDRequired
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
