Loading

Agile CRM + Workbooks CRM Integrations

How to connect Agile CRM + Workbooks CRM

Zapier lets you send info between Agile CRM and Workbooks CRM automatically—no code required.

When this happens...
automatically do this!

Supported triggers and actions

What does this mean?

How Agile CRM + Workbooks CRM Integrations Work

  1. Step 1: Authenticate Agile CRM and Workbooks CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
agile-crm logo
agile-crm logo
agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

  • CRM (Customer Relationship Management)

Similar Apps

HubSpot integrations

HubSpot

Marketing Automation
Keap Max Classic integrations

Keap Max Classic

Marketing Automation
Inbound Now integrations

Inbound Now

Marketing Automation, WordPress
workbooks logo
workbooks logo
workbooks logo

About 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.

Related categories

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’sTerms of Service