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Circuit + Workbooks CRM Integrations

Circuit logoWorkbooks CRM logo
Circuit logoWorkbooks CRM logo

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Circuit and Workbooks CRM.

Connect Circuit + Workbooks CRM in Minutes

It's easy to connect Circuit + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Conversation

Triggers when a new conversation is created with you.

InstantIncoming Call

Triggers when a call is received.

InstantNew Mention

Triggers when someone mentions you in a post.

InstantNew Post

Triggers when a new post is received in any of your conversations.

InstantNew Post in a Specified Conversation

Triggers when a new post is received in a specific conversation.

InstantPresence Change

Triggers when a presence is changed.

InstantNew Case

Triggers when a new case is created.

InstantNew Organisation

Triggers when a new organisation is created.

InstantNew Person

Triggers when a new person is created.

InstantNew Sales Lead

Triggers when a new sales lead is created.

How Circuit + Workbooks CRM Integrations Work

  1. Step 1: Authenticate Circuit + 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 Circuit + Workbooks CRM

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