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Box + Workbooks CRM Integrations

How to connect Box + Workbooks CRM

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

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Supported triggers and actions

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How Box + Workbooks CRM Integrations Work

  1. Step 1: Authenticate Box 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
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box logo
box logo

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.
Learn More

Related categories

  • File Management & Storage

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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.

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