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Wufoo and Workbooks CRM

Easily integrate Wufoo forms with Workbooks CRM using Zapier.

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Who are we?

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Wufoo

We're Wufoo! Our HTML form builder helps you create contact forms, online surveys, and invitations so you can collect the data, registrations and online payments you need without writing a single line of code.

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Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

Popular Ways to Connect Wufoo and Workbooks CRM

  • Wufoo logo + Workbooks CRM logo

    Create new Sales Leads in Workbooks CRM from Wufoo Form Entries

    Rather than spending time exporting data from Wufoo and importing it into Workbooks, use Zapier to collect your leads through Wufoo forms and create them in Workbooks for you. After you set this Zap up, Zapier will automatically save new Wufoo form entries as new Sales Leads within Workbooks. Please read this Knowledge Base page for help with setting up this Zap.

    How this Wufoo-Workbooks CRM integration works

    1. Someone completes your Wufoo form
    2. Zapier creates a new Sales Lead in Workbooks using the details submitted

    Apps involved

    • Wufoo
    • Workbooks CRM

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Want to know why Wufoo is the best online form builder? When you design a form with Wufoo, it automatically builds the database, backend, and scripts needed to make collecting and understanding your data easy, fast, and fun. Because we host everything, all you need is a browser, an Internet connection, and a few minutes to build a form and start using it right away. At Wufoo, we believe forms are the starting point for building anything useful on the web. Basically, they’re the most efficient mechanisms for collecting data from people. The problem is sometimes creating an online form isn’t very efficient. The process of creating a form and all the database structures and scripts necessary to make it work (not to mention useful) is a really tedious process that makes what should be a simple task (collecting and understanding information) not really worth the time, effort, or cost of the endeavor. The entire process could take you or your IT person days, if not weeks. With Wufoo, you can skip all the hard stuff (because it does it all for you) and start getting things done.

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