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Web to Case and Web to Lead

If you use forms on your website which are completed by potential and/or existing customers, you are able to configure Workbooks so that when a form is submitted, a record is automatically and instantly created in Workbooks, populated with the details that the person entered. 
This functionality is available for Leads and Cases known as Web2Lead and Web2Case respectively.
You can:

  • Specify which fields from your records are used in the form (including any custom fields).
  • Configure your settings so that the records generated are assigned to a specific individual or Queue.
  • Generate multiple forms for use on different parts of your website.

This can work in tandem with either your Sales or Customer Service Processes in order to provide either team with live information and provide website Users with a way to easily submit information to your teams for review.