Batchbook Integrations

  • Add new Typeform entries to Batchbook as people

    A friendly person fills out your Typeform and just like that, the information magically appears in Batchbook! Never worry about having to manually create those contact records again.

    How It Works

    1. Your Typeform webform gets filled out
    2. Zapier creates a contact in Batchbook

    What You Need

    • Typeform account
    • Batchbook account
  • Add new Wufoo form entries to Batchbook as people

    A nice person fills out your Wufoo powered web form and voilà, that information magically appears in Batchbook! Never worry about having to manually create those records ever again.

    How It Works

    1. Your Wufoo webform gets filled out
    2. Zapier creates a contact in Batchbook

    What You Need

    • Wufoo account
    • Batchbook account
  • Send new Facebook Lead Ad leads to Batchbook as a new person

    Batchbook is great at keeping track of your leads, but getting them in can be a challenge if you are doing it manually. Zapier can automate this for you so your follow-up can be more efficient. Once this integration is configured, Zapier will create new Facebook Lead Ad leads as a new person in Batchbook automatically for you, so you can spend your time on more important tasks.

    How this Facebook Lead Ads-Batchbook integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier creates a new client in Batchbook

    Apps involved

    • Facebook Lead Ads
    • Batchbook
  • Create Personalized Documents from BatchBook with WebMerge

    Want a simple way to make personalized documents—perhaps contracts or introductory letters—for your BatchBook CRM contacts? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a contact to BatchBook.

    How it Works

    Zapier will watch your Batchbook account for new contacts. Whenever you add a new contact, it'll copy their info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

    What You Need

    1. A Batchbook Account with Contact Info
    2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

    Got that? Then let's get started.

  • Create new contacts in Batchbook when new customers are added in Shopify

    When you get a new customers in your Shopify store, they will be added to Batchbook so you can start building a great customer relationships with them.

    Note: This Zapier integration doesn't import existing customers into Batchbook, only new customers after you've set it up.

    How It Works

    1. A new customer buys from your Shopify store
    2. Zapier adds that customer to Batchbook as a contact

    What You Need

    • Shopify account
    • Batchbook account
  • Add new FreshBooks clients to Batchbook as new persons

    FreshBooks is a great time tracking and client invoicing app, but if you use Batchbook for CRM workflows then you can use Zapier to automatically add new FreshBooks clients to Batchbook as new persons. Once you set up this FreshBooks and Batchbook integration, new clients from that point forward are individually added as new persons in Batchbook.

    Note: This Zapier integration doesn't create persons from existing FreshBooks clients, only clients added to FreshBooks after you've set it up.

    How It Works

    1. A new FreshBooks client is created
    2. Zapier adds that client data to Batchbook as a new person

    What You Need

    • A FreshBooks account
    • A Batchbook account
  • Add new SurveyMonkey entries to Batchbook as people

    When someone fills out your SurveyMonkey form their information will magically appear in Batchbook! Never worry about having to manually create those contact records again.

    How It Works

    1. Your SurveyMonkey webform gets filled out
    2. Zapier creates a contact in Batchbook

    What You Need

    • SurveyMonkey account
    • Batchbook account
  • Create people on Batchbook for new Formstack submissions

    If your customer data is coming in too fast for you to handle, don't let this good problem to have slow you down—let this Formstack Batchbook integration keep up with it for you. Once you set it up, a new Batchbook person will be created with the data from each new Formstack submission you receive, populating your lists behind the scenes reliably and automatically, so you can spend more time with your customers instead of managing their data.

    How It Works

    1. A new submission is received on Formstack
    2. Zapier automatically creates a person on Batchbook

    What You Need

    • Formstack account
    • Batchbook account
  • Add Mad Mimi audience members to Batchbook

    Know who you are marketing to when you use this Mad Mimi to Batchbook automation. Once set up, with each new audience member added in Mad Mimi, Zapier will create a new person in Batchbook. Build a great marketing campaign when you know your audience.

    How It Works

    1. Add a new audience member in Mad Mimi
    2. Zapier will create a new person in Batchbook

    What You Need

    • Mad Mimi account
    • Batchbook account
  • Create Batchbook people from new Gmail messages

    Rather than manually importing contacts from every new incoming email, use this Gmail to Batchbook automation. Once set up, each time a new email is received in Gmail, Zapier will create a new person in Batchbook. Save yourself time when you start using this integration!

    How It Works

    1. Receive a new email in Gmail
    2. Zapier creates a new person in Batchbook

    What You Need

    • Gmail account
    • Batchbook account
  • Create new Batchbook people from Gmail email search

    Don't misplace contacts again, immediately save them once recovered with this Gmail to Batchbook automation. Once set up, Zapier will create a new person in Batchbook from new emails found via search in Gmail. Keep your contacts organized and complete!

    How It Works

    1. Create a new search in Gmail
    2. Zapier creates a new person in Batchbook

    What You Need

    • Gmail account
    • Batchbook account
  • Create Batchbook people from new WooCommerce orders

    Add new customers directly into your customer relationship management tool when you start using this WooCommerce to Batchbook automation. Set it up, and every time a new order is placed in WooCommerce, Zapier will create a new person in Batchbook. Develop valued relationships and gain loyal customers.

    How It Works

    1. New order item in WooCommerce
    2. Zapier creates a new person in Batchbook

    What You Need

    • WooCommerce account
    • Batchbook account
  • Save Batchbook people in Box as files

    Backup your contact list and make it available no matter where you are. Integrate this Batchbook to Box automation, and Zapier will import new people from Batchbook into Box as new text files. This integration even makes it possible to share your contact files or keep a backup of your address book.

    How It Works

    1. Add a new person in Batchbox
    2. Zapier creates a new text file in Box

    What You Need

    • Batchbox account
    • Box account
  • Create Batchbook people from new FullContact contacts

    Don't bulk up your wallet and risk losing a contact; import them automatically when you use this FullContact to Batchbook automation. Set it up, and each time a new contact is added in FullContact, Zapier will create a new person in Batchbook. Know your contact list is accurate and up-to-date when you use this Zapier integration.

    How It Works

    1. A new contact is added in FullContact
    2. Zapier will create a new person in Batchbook

    What You Need

    • FullContact account
    • Batchbook account
  • Create new Batchbook people from webhooks

    Save yourself time and automatically update your Batchbook clients when you use this automation. Set it up, and every time a webhook is activated, Zapier will extract the contact data and create a new person in Batchbook. It's a great way to integrate Batchbook with your in-house apps.

    How It Works

    1. A webhook is activated
    2. Zapier creates a new person in Batchbook

    What You Need

    • Zapier account
    • Batchbook account
  • Save new Batchbook people as FreshBooks clients

    Manage your accounting and customer relationships alongside each other with this Batchbook to Freshbooks automation. Set it up, and every time a new person is added into your Batchbook account, Zapier will create a new client in FreshBooks. Use this integration and you can easily keep your books up to date!

    How It Works

    1. Create a new person in Batchbook
    2. Zapier creates a new client in FreshBooks

    What You Need

    • Batchbook account
    • FreshBooks account
  • Create FreshBooks invoices for new Batchbook people

    Stay on top of accounting when you use this Batchbook to Freshbooks automation. Once set up, each time a new person is added in Batchbook, Zapier will create a new invoice in Freshbooks. Organize your books easily!

    Note: You'll first need to add each new Batchbook person as a client in Freshbooks before you can add an invoice for them.

    How It Works

    1. A new person is created in Batchbook
    2. Zapier creates a new invoice in FreshBooks

    What You Need

    • Batchbook account
    • FreshBooks account
  • Create Batchbook people from new Emma subscribers

    If you like to unveil new products and services to your customers via email, then this Emma to Batchbook automation is for you. Set it up, and each time a new subscriber is added to Emma, Zapier will create a new person in Batchbook. Make sure everyone gets the news when you use this integration.

    How It Works

    1. Add a new subscriber in Emma
    2. Zapier will create a new person in Batchbook

    What You Need

    • Emma account
    • Batchbook account
  • Save new Batchbook companies into Google Contacts

    Maintain your contacts by constantly updating it with new additions. Once set up, each time a new company is created in Batchbook, Zapier will create a new contact in Google Contacts. Now you can easily email anyone in Batchbook from Gmail, without having to copy their email address from Batchbook.

    How It Works

    1. Create a new company in Batchbook
    2. Zapier creates a new contact in Google Contacts

    What You Need

    • Batchbook account
    • Google account
  • Add new FreshBooks clients into Batchbook as people

    Customers mean more than just an invoice. With this Zapier automation, you can import your new clients from Freshbooks directly into Batchbook as people. This integration helps you maintain and monitor your customer relationships.

    How It Works

    1. Create a new client in FreshBooks
    2. Zapier creates a new person in Batchbook

    What You Need

    • Freshbooks account
    • Batchbook account
  • Create new Batchbook people from parsed emails

    Automatically add people into Batchbook from incoming emails with this automaton. Set it up, and every time you parse an email, Zapier will extract their contact information and create a new person in Batchbook.

    How It Works

    1. Forward and email to your email parser address
    2. Zapier creates a new person in Batchbook

    What You Need

    • Zapier account
    • Batchbook account
  • Send Mobyt SMS texts when new companies are added to Batchbook

    Instantly reach out to new clients or let your team know about them when you implement this Batchbook to Mobyt SMS automation. Set it up, and every time a new company is added in Batchbook, Zapier will send a new text message via Mobyt SMS. There’s nothing more reliable than SMS when you need to send a quick message!

    How It Works

    1. Add a new company in Batchbook
    2. Zapier sends a new message via Mobyt SMS

    What You Need

    • Batchbook account
    • Mobyt SMS account
  • Add people to Batchbook from new scheduled bookings on ScheduleOnce

    The more visibility you have into your customer base, the better you can serve them. Have Zapier do the work of capturing personal details for your CRM so you can always rely on having the latest data. Once thise automation is active, it will trigger whenever a new booking is scheduled on ScheduleOnce, creating a person on Batchbook from the details each time.

    How this ScheduleOnce-Batchbook integration works

    1. A new scheduled booking is made on ScheduleOnce
    2. Zapier automation creates a person on Batchbook

    Apps involved

    -ScheduleOnce -Batchbook

  • Add companies to Batchbook from new scheduled bookings on ScheduleOnce

    Your time is best spent with your customers, not manual entry. This Zap can take that over for you: it will trigger whenever a new booking is scheduled on ScheduleOnce, creating a new company on Batchbook so you can keep all your activities connected.

    How this ScheduleOnce-Batchbook integration works

    1. A new scheduled booking is added to ScheduleOnce
    2. Zapier automation creates a company on Batchbook

    Apps involved

    -ScheduleOnce -Batchbook

  • Add new Eventbrite attendees as people in Batchbook

    Instead of importing Eventbrite attendees one by one or in batches by CSV, use Zapier to start automatically adding new people to Batchbook. Once you set up this integration, each new attendee will be added as a person in Batchbook.

    Note: This Zapier integration doesn't import already registered event attendees into Batchbook. Only new attendees will be added.

    How It Works

    1. A new attendee registers for an Eventbrite event
    2. Zapier adds that attendee to Batchbook as a person

    What You Need

    • Eventbrite account
    • Batchbook account

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Batchbook Integration Details

Launched on Zapier November 12, 2011

Zapier combines Triggers (like "New Person") and Actions (like "Create Person") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Batchbook Triggers, Searches, and Actions are supported by Zapier:

New Person

Triggered when you add a new person.

New Company

Triggered when you add a new company.

New User

Triggered when you add a new user.

Create Person

Adds a new person.

Create Company

Adds a new company.

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Batchbook is a social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more.