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Workbooks CRM

Connect LeadGen Forms with Workbooks CRM

Easily create LeadGen forms and connect your leads with Workbooks CRM. Here is how the integration to Workbooks CRM works:

What is 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.

Step 1: Create Your LeadGen App Account
Before creating your integration you need a LeadGen App account. You can start here with a free trial to set up your account.

Step 2: Create Your Form
In your LeadGen App account, head over to the form section and click on “Add New Form”. You can choose from a selection of more than 100 high-converting form templates or create your unique form from scratch.

Step 3: Integrate form with Workbooks CRM

Go to Zapier.com and create a new zap. Choose LeadGen App as your trigger and Workbooks CRM as your action tool. Setting up a zap is easy and just takes a few minutes. Zapier can be used free up to certain usage. Once turned on, your zap performs automatically and passes your leads to your connected apps.

Read our Integration guide here

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