Add new Facebook Lead Ad leads as new people in Workbooks CRM
Facebook Lead Ads + Workbooks CRM
Copy new posted invoices from Workbooks CRM to Xero
Workbooks CRM + Xero
Add tasks for new or existing leads in Workbooks CRM when new attendees register for an event on Eventbrite
Eventbrite + Workbooks CRM
Create survey responses from SurveyMonkey as tasks in Workbooks CRM
SurveyMonkey + Workbooks CRM
Create QuickBooks Online invoices from posted Workbooks invoices
Workbooks CRM + QuickBooks Online

The following Workbooks CRM Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

InstantNew Case

Triggers when a new case is created.

InstantNew Person

Triggers when a new person is created.

InstantPosted Credit Note

Triggers when a credit note is posted.

InstantNew Organisation

Triggers when a new organisation is created.

InstantNew Sales Lead

Triggers when a new sales lead is created.

InstantPosted Invoice

Triggers when an invoice is complete and its status posted.

Actions

Create Marketing Campaign Member

Adds a new member to a Marketing Campaign.

Create Case

Creates a new case.

Create Organisation

Creates a new organisation.

Create Sales Lead

Creates a new sales lead.

Update Marketing Campaign Member

Update an existing member of a Marketing Campaign.

Create Marketing Campaign Status

Adds a new status to a Marketing Campaign.

Create Marketing Campaign

Creates a new Marketing Campaign.

Create Person

Creates a new person.

Create Task

Creates a new task.

Searches

Find a Marketing Campaign

Find a marketing campaign.

Find a Marketing Campaign Status

Find a marketing campaign status.

Find a Person

Find a person.

Find or Create a Marketing Campaign

Finds or creates a specific find marketing campaign.

Find or Create a Marketing Campaign Status

Finds or creates a specific find marketing campaign status.

Find or Create a Person

Finds or creates a specific find person.

Find a Marketing Campaign Member

Find a marketing campaign member.

Find an Organisation

Find an organisation.

Find a Sales Lead

Find a sales lead.

Find or Create a Marketing Campaign Member

Finds or creates a specific find marketing campaign member.

Find or Create an Organisation

Finds or creates a specific find organisation.

Find or Create a Sales Lead

Finds or creates a specific find sales lead.

Connect Workbooks CRM to 2,000+ Apps

Workbooks CRM

Workbooks CRM Integrations

Do more with Workbooks CRM

Facebook Lead Ads

QuickBooks Online

Xero

Eventbrite

SurveyMonkey

Instapage

Gravity Forms

Google Sheets

Google Drive

WordPress (Legacy)

123FormBuilder

Mautic

Wufoo

Formidable Forms

Jira Software Server

Mailchimp

Gmail

GoToWebinar

Typeform

Evenium

Twitter

ActiveCampaign

GetSiteControl

Slack

Trello

Google Forms

Dropbox

Microsoft Outlook

JotForm

Webflow

WooCommerce

Toggl

Cognito Forms

MySQL

RingCentral

Box

SurveyGizmo

LinkedIn Lead Gen Forms

Circuit

dotdigital

Facebook Pages

LinkedIn

Zendesk

Microsoft Office 365

Intercom

AWeber

Ninja Forms

HubSpot

Formstack Documents

SQL Server

iAuditor by SafetyCulture

Marketo

ServiceM8

GoCanvas

Jira Software Cloud

WisePops

Google Calendar

ClickFunnels

Google Contacts

Acuity Scheduling

Todoist

Twilio

Microsoft Excel

Infusionsoft by Keap

Google Docs

Unbounce

GitHub

WPForms

OneDrive

Facebook Messenger

monday.com

Google Analytics

Campaign Monitor

Agile CRM

Pipefy

Firebase / Firestore

Mailparser

Connect Workbooks CRM to 2,000+ Apps