Send customer feedback surveys on closed deals
When a deal is marked won in Workbooks, automatically add the customer as a respondent in 123FormBuilder to gather post-sale feedback.
See all Workbooks + 123FormBuilder integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Workbooks Explore Workbooks →
TriggersFires when a new contact or lead is added to Workbooks.
Fires when a field on a contact changes in Workbooks.
Fires when a deal, case or record moves to a new stage in Workbooks.
Fires when a deal is marked won in Workbooks.
Creates or updates a contact in Workbooks.
Creates a new deal in Workbooks.
Moves a deal or record to a new stage in Workbooks.
Logs a call, email, or note against a record in Workbooks.
123FormBuilder Explore 123FormBuilder →
TriggersFires when a form is submitted in 123FormBuilder.
Fires when a respondent finishes a survey in 123FormBuilder.
Fires when an existing response is edited in 123FormBuilder.
Creates or updates a form or survey in 123FormBuilder.
Looks up a specific form response in 123FormBuilder.
Adds a respondent or contact to a form in 123FormBuilder.
More Workbooks + 123FormBuilder workflows
Convert form responses into CRM contacts
When a prospect submits a new form response in 123FormBuilder, automatically create or update their contact profile in Workbooks.
See details
Log survey feedback directly to CRM activity logs
When a customer completes a survey in 123FormBuilder, automatically log the activity under their profile in Workbooks so reps see customer sentiment.
See details
See all Workbooks + 123FormBuilder integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send customer feedback surveys on closed deals” between Workbooks and 123FormBuilder?
Yes — describe it in the box above and Knit's Integrations Agent researches Workbooks and 123FormBuilder's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can form submissions automatically create deals in Workbooks?
Yes, inbound responses from 123FormBuilder can instantly generate new lead records or deals in Workbooks without manual data entry.
Can I send survey invitations based on deal updates in Workbooks?
Yes, when a deal is won or updated in Workbooks, you can automatically add the contact as a respondent in 123FormBuilder to collect feedback.