Skip to content

Gmail + Workbooks CRM Integrations

Gmail logoWorkbooks CRM logo
Gmail logoWorkbooks CRM logo

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


Get started with workflows like: Send emails via Gmail when new invoices are posted to Workbooks CRM. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Gmail + Workbooks CRM in Minutes

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

All Triggers & Actions

New Attachment

Triggers when you receive a new attachment (triggers once per attachment).

New Label

Triggers when you add a new label.

New Labeled Email

Triggers when you label an email.

New Email

Triggers when a new e-mail appears in the specified mailbox.

New Email Matching Search

Triggers when you receive a new email that matches a search string you provide.

New Starred Email

Triggers when you receive a new email and star it within two days.

New Thread

Triggers when a new thread starts.

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.

How Gmail + Workbooks CRM Integrations Work

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

Connect the apps you use every day

Get started with a Free account

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