How to Add Wufoo Form Entries as no CRM.io Leads
Ensure your form entries are automatically fed into your no CRM account as leads for your salespeople to manage right away.
All you need to set it up are Wufoo, no CRM.io, and Zapier accounts.
If you don’t have an account with no CRM.io, click here to start a FREE trial.
If you don't have an account with Wufoo, click here to start a FREE account.
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Connect your TRIGGER App Account and Set Up the Trigger
Sign into your Zapier account and click on the MAKE A ZAP! button at the very top where you will be directed to a new page:
1. Choose the Trigger App: Wufoo
2. Choose the Trigger: New Entry
3. Connect Zapier to your Wufoo account by entering your Wufoo login details and account name
4. Set up Wufoo Entry by selecting the form you would like to watch for new entries
5. Test this Step to make sure it runs successfully
Connect your ACTION App Account and Set Up the Action
1. Choose an Action App: no CRM.io
2. Choose an Action: Create Lead
3. Connect Zapier to your no CRM.io account if you haven’t already by
4. Edit Template to set up your no CRM.io lead!
Based on the form you tested earlier, select the fields you want no CRM.io to retrieve information from each time there is a new entry
5. Test the step and the Action set up is finished!