Recommended Zaps: New Salesperson in CustomBooks™ from Wufoo Form Submission

Recommended Zaps: New Salesperson in CustomBooks™ from Wufoo Form Submission

Wufoo is one of the most popular and easiest ways to manage online forms. With this Zap, when a new Sales Person is added on a Wufoo form, CustomBooks™ will automatically create a new Sales Person.
​

How It Works

  • A new form entry is added in Wufoo.
  • Zapier automatically converts the entry as a Sales Person in CustomBooks™.

What You Need

  • Wufoo account – It also helps to have your form already created and to enter a test entry on that form
  • CustomBooks™ Account

    • Related Articles

    • Recommended Zaps: New Salesperson from Google Spreadsheet Row

      Sometimes the people who hire new salespeople may not have access to CustomBooks™. With a simple row in a spreadsheet, the magic begins. Google Sheets is one of the most popular and easy ways to manage a spreadsheet. With this Zap, as you add new ...

    • Recommended Zaps

      We’ve put together some ideas for you to get your started with Zapier. Check out these and come up with more of your own! Recommended Zaps: New Salesperson from Google Spreadsheet Row Sometimes the people who hire new salespeople may not have access ...

    • Recommended Zaps: New Service Item in CustomBooks™ from a new Jira Project

      Many companies create a project in their development queue around a new service that they are offering Jira is one of the most popular tools for development teams today for bug tracking and project management, and this Zap takes new projects in JIRA ...

    • Recommended Zaps: New CustomBooks™ Customer from New Facebook Lead Ad

      Facebook is only profitable social media platform because its ads deliver the best ROIs compared to their peers. With this Zap, new leads collected from your Facebook Ads will automatically be created as new Customers in CustomBooks™. How It Works A ...

    • Recommended Zaps: Create new CustomBooks™ Customer with New Salesforce Account

      When a lead or a potential converts to an Account in your CRM , you’ve made the sale! You’ll need to create the company in your CustomBooks™ to track all of your amazing transactions. This zap will automatically create a new Customer in CustomBooks™ ...