New App: Drive Business Success with Workbooks CRM

Kim Kadiyala
Kim Kadiyala / March 14, 2017

As a growing company, it's easy for valuable leads to slip through the cracks — not because your sales team isn't closing, but because they're overloaded with information. Workbooks CRM is designed especially for mid-sized and growing companies. You can run marketing campaigns, capture leads, manage a pipeline, process orders, and raise invoices all in a single platform. Plus, with custom reports and dashboards, you'll have all the insights needed to acquire, convert, and retain customers. Use Zapier to connect Workbooks CRM to the other apps you use to automate the tedious tasks in your sales pipeline, like task management, invoicing, and updating contacts.

How Workbooks CRM Works With Zapier


  • Posted Invoice: Triggers when an invoice is complete and its status posted.
  • New Case: Triggers when a new case is created.
  • New Person: Triggers when a new person is created.
  • New Sales Lead: Triggers when a new sales lead is created.
  • New Organization: Triggers when a new organization is created.
  • Posted Credit Note: Triggers when a credit note is posted.


  • Find a Person: Find a person. Optionally, create one if none are found.
  • Find an Organization: Find an organization. Optionally, create one if none are found.
  • Find a Sales Lead: Find a sales lead. Optionally, create one if none are found.


  • Create Person: Creates a new person.
  • Create Sales Lead: Creates a new sales lead.
  • Create Organization: Creates a new organization.
  • Create Case: Creates a new case.
  • Create Task: Creates a new task.

Automation Inspiration

Get started with these sample Zaps:

Create Tasks and Projects from Your Other Apps

Close More Sales

Organize Your Invoicing

How To Automate Workbooks CRM With Zapier

  1. Sign up for a Workbooks CRM account, and make sure you have a Zapier account

  2. Try some pre-made Workbooks CRM integrations and learn more about how Workbooks CRM works with Zapier

  3. Check out our Workbooks CRM help documentation for details on connecting your account and setting up your first Zap.

  4. Or login and build a custom workflow with Workbooks CRM and Zapier