Workiz + Zoho Forms
Create leads in Workiz from new Zoho Forms entries
Easily capture and manage new leads from your Zoho Forms entries with this efficient workflow. When a new form entry is submitted in Zoho Forms, a lead will be created in Workiz, allowing you to streamline your lead generation process and focus on converting prospects into customers. Save time and resources by automating tedious data entry tasks and ensuring no potential lead slips through the cracks.
Easily capture and manage new leads from your Zoho Forms entries with this efficient workflow. When a new form entry is submitted in Zoho Forms, a lead will be created in Workiz, allowing you to streamline your lead generation process and focus on converting prospects into customers. Save time and resources by automating tedious data entry tasks and ensuring no potential lead slips through the cracks.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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FormRequired
Try ItJob 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 It
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Job 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
