involve.me + Workbooks CRM

Create sales leads in Workbooks CRM for new involve.me submissions

Capture new sales leads efficiently with this seamless workflow between involve.me and Workbooks CRM. When a submission is completed in involve.me, a sales lead is instantly created in Workbooks CRM, ensuring you never miss an opportunity to connect with potential clients. Streamline your lead management process and boost productivity with this powerful automation.

Capture new sales leads efficiently with this seamless workflow between involve.me and Workbooks CRM. When a submission is completed in involve.me, a sales lead is instantly created in Workbooks CRM, ensuring you never miss an opportunity to connect with potential clients. Streamline your lead management process and boost productivity with this powerful automation.

  1. When this happens...
    involve.meinvolve.me
    New Completed Submission

    Triggers when a participant completes a submission in your project.

    TriggerInstant
  2. automatically do this!
    Workbooks CRMWorkbooks CRM
    Create Sales Lead

    Triggers when a new sales lead is created.

    ActionWrite
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Supported triggers and actions

    • involve.me ProjectRequired

    Trigger
    Instant
    Try It
  • Workbooks CRM triggers, actions, and search

    New Organisation

    Triggers when a new organisation is created.

    Trigger
    Instant
    Try It
  • Workbooks CRM triggers, actions, and search

    New Sales Lead

    Triggers when a new sales lead is created.

    Trigger
    Instant
    Try It
  • Workbooks CRM triggers, actions, and search

    Posted Invoice

    Triggers when an invoice is complete and its status posted.

    Trigger
    Instant
    Try It
  • Workbooks CRM triggers, actions, and search

    New Case

    Triggers when a new case is created.

    Trigger
    Instant
    Try It
  • Workbooks CRM triggers, actions, and search

    New Person

    Triggers when a new person is created.

    Trigger
    Instant
    Try It
  • Workbooks CRM triggers, actions, and search

    Posted Credit Note

    Triggers when a credit note is posted.

    Trigger
    Instant
    Try It
    • Lookup nameRequired

    • Value

    • Value list

    • Default value

    Action
    Write
involveme logo
involveme logo

About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
Learn more

Related categories

  • Forms & Surveys

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

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 integrationsZapier Interfaces integrations

Zapier Interfaces

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