involve.me + Workbooks CRM

Create sales leads in Workbooks CRM from new completed submissions in involve.me

Boost your sales process with this easy workflow. Once set up, every time there's a fresh completed submission in Involve.me, a new sales lead will be created in your Workbooks CRM, keeping your database up-to-date and ensuring you never miss a potential client. Experience efficient sales lead management without manual data entry.

When this happens...
New Completed Submission
Triggers when a participant completes a submission in your project.
TriggerInstant
automatically do this!
Create Sales Lead
Triggers when a new sales lead is created.
ActionWrite

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Supported triggers and actions

What does this mean?

- involve.me ProjectRequired
Trigger
Instant
Try It
New Organisation
Triggers when a new organisation is created.
Trigger
Instant
Try It
New Sales Lead
Triggers when a new sales lead is created.
Trigger
Instant
Try It
Posted Invoice
Triggers when an invoice is complete and its status posted.
Trigger
Instant
Try It
- Marketing CampaignRequired
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status
Action
Write

- SummaryRequired
- Assigned ToRequired
- StatusRequired
- Description
- Contact
- Contact Email
- Contact Telephone
- Priority
- Product Category
- Resolution Status
- Resolution Description
- Source
- Type
Action
Write
- Customer Order NameRequired
- Assigned toRequired
- Document CurrencyRequired
- Customer Order DateRequired
- StatusRequired
- Tax point dateRequired
- Accounting period ID
Action
Write

- Organisation NameRequired
- Assigned ToRequired
- Category
- Industry
- Website
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Campaign
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Write
- Title
- Lead Person's NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Write
- IdRequired
- Lock VersionRequired
- Member's NameRequired
- Status
Action
Write
- IdRequired
- Lock VersionRequired
- Organisation Name
- Assigned To
- Category
Action
Write
- IdRequired
- Lock VersionRequired
- Title
- Lead Person's Name
- Assigned To
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Write
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- EmailRequired
- Marketing CampaignRequired
Action
Search
- Customer Order Name
- External Reference
- Object Reference
Action
Search
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
Action
Search
- Campaign Name
- Object Reference
- External Reference
- NameRequired
- Assigned ToRequired
- Type
- Status
- Start Date
- End Date
Action
Search or write
- StatusRequired
- Marketing CampaignRequired
- External Reference
- Marketing CampaignRequired
- StatusRequired
Action
Search or write
- Organisation Name
- Website
- Object Reference
- External Reference
- Organisation NameRequired
- Assigned ToRequired
- Category
- Industry
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Campaign
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Search or write
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
- Title
- Lead Person's NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Search or write

New Case
Triggers when a new case is created.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
Posted Credit Note
Triggers when a credit note is posted.
Trigger
Instant
Try It
- Lookup nameRequired
- Value
- Value list
- Default value
Action
Write
- Marketing CampaignRequired
- StatusRequired
Action
Write
- NameRequired
- Assigned ToRequired
- Type
- Status
- Start Date
- End Date
Action
Write
- Customer Order NameRequired
- Assigned toRequired
- Document CurrencyRequired
- Customer Order DateRequired
- StatusRequired
- Tax point dateRequired
- Product
- Line Description
- QuantityRequired
- Unit price (document currency)Required
- Additional Discount 1 %
- Additional Discount 2 %
- Delivery Country
- Delivery County/State
- Delivery date
- Delivery Postcode/Zipcode
- Delivery Street Address
- Delivery Town or City
- Discount given (document currency)
- Discount given (home currency)
- Display order
- Document currency
- End Date
- Event
- External Reference
- Gross (document currency)
- Gross (home currency)
- Home currency
- Location
- Net (document currency)
- Net (home currency)
- Parent Line Item
- Price Discount %
- Pricing scheme
- Sales tax (document currency)
- Sales tax (home currency)
- Sales tax code
- Sales tax ruleset
- Start Date
- Status
- Supply scheme
- Tax adjustment (document currency)
- Tax adjustment (home currency)
- Total cost (document currency)
- Total cost (home currency)
- Unit cost (document currency)
- Unit cost (home currency)
- Unit price (home currency)
Action
Write
- Title
- Person NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Write
- SubjectRequired
- Due Date
- Completed Date
- Assigned ToRequired
- TypeRequired
- StatusRequired
- PriorityRequired
- Primary Contact ID
- Primary Contact Type
- Description
Action
Write
- IdRequired
- Lock VersionRequired
- Customer Order Name
- Assigned to
- Document Currency
- Customer Order Date
- Status
- Tax point date
- Accounting period ID
Action
Write
- IdRequired
- Lock VersionRequired
- Title
- Person Name
- Assigned To
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Write
- Campaign Name
- Object Reference
- External Reference
Action
Search
- StatusRequired
- Marketing CampaignRequired
- External Reference
Action
Search
- Organisation Name
- Website
- Object Reference
- External Reference
Action
Search
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
Action
Search
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- EmailRequired
- Marketing CampaignRequired
- Marketing CampaignRequired
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status
Action
Search or write
- Customer Order Name
- External Reference
- Object Reference
- Customer Order NameRequired
- Assigned toRequired
- Document CurrencyRequired
- Customer Order DateRequired
- StatusRequired
- Tax point dateRequired
- Accounting period ID
Action
Search or write
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
- Title
- Person NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Search or write