Workbooks CRM Integrations

  • Add new Facebook Lead Ad leads as new people in Workbooks CRM

    Have you been manually adding Facebook leads to Workbooks CRM? Zapier can automate that for you! Once this integration is configured, new Facebook Lead Ad leads will automatically create new people in Workbooks CRM for you, allowing you to follow-up with leads faster and more efficiently.

    How this Facebook Lead Ads-Workbooks CRM integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier creates a new person in Workbooks CRM

    Apps involved

    • Facebook Lead Ads
    • Workbooks CRM
  • Copy new posted invoices from Workbooks CRM to Xero

    Save time and streamline your business processes by allowing Zapier to replicate your documents for you. Once you activate this integration, it will trigger whenever you change the status of a Workbooks invoice from "Draft" to "Posted". We'll then create a copy of the invoice on Xero, adding a new customer if they don't exist as well, so you can be sure your accounting processes never fall behind.

    Note: If you want to map to Xero's 'Account Code' field, you will need to set up a custom field on your Workbooks Invoice Line Items with picklist values that match up to the Account Code options. To map to Xero's 'Tax Type' field, you will need to rename the Workbooks Tax Codes to match those of Xero. Please read this Knowledge Base page for more information.

    How this Workbooks CRM-Xero integration works

    1. The status of a Workbooks invoice is changed from DRAFT to POSTED
    2. Zapier creates a new Xero invoice from the Workbooks invoice

    Apps involved

    • Workbooks CRM
    • Xero
  • Add tasks for new or existing leads in Workbooks CRM when new attendees register for an event on Eventbrite

    Find yourself spending too much time adding leads and associated action items to your CRM by hand? Now with the help of Zapier, the tedious work is done for you. Whenever someone registers for your event on Eventbrite, this integration will either find a matching lead on Workbooks CRM or create a new one if none is present, automatically adding a task associated with them as well so you can follow up and engage with everyone without fear of missing a single opportunity.

    Note: See this Workbooks Knowledge Base page for more information about this integration.

    How this Eventbrite-Workbooks CRM integration works:

    1. A new attendee registers for an event in Eventbrite
    2. Zapier searches for a Sales Lead in Workbooks, and creates a new one if it does not exist
    3. Zapier creates a new task against that sales lead in Workbooks

    Apps involved

    • Eventbrite
    • Workbooks
  • Create Google Drive folders for new cases on Workbooks CRM

    Your customer relationships often rely on supporting files. Keep everything organized with this time-saving integration. Configure it in minutes, and from then on when a new Workbooks Case is created, a corresponding Google Drive folder will be created, ready and waiting for your files.

    Note: You could extend this integration even further to create sub-folders to ensure that your Google Drive folders always follow the same structure—effortlessly.

    How this Workbooks CRM-Google Drive integration works

    1. A new case is created in Workbooks CRM
    2. Zapier creates a new folder in Google Drive

    Apps involved

    • Workbooks CRM
    • Google Drive
  • Create new Sales Leads in Workbooks CRM from Wufoo Form Entries

    Rather than spending time exporting data from Wufoo and importing it into Workbooks, use Zapier to collect your leads through Wufoo forms and create them in Workbooks for you. After you set this Zap up, Zapier will automatically save new Wufoo form entries as new Sales Leads within Workbooks. Please read this Knowledge Base page for help with setting up this Zap.

    How this Wufoo-Workbooks CRM integration works

    1. Someone completes your Wufoo form
    2. Zapier creates a new Sales Lead in Workbooks using the details submitted

    Apps involved

    • Wufoo
    • Workbooks CRM
  • Create new Basecamp Projects when new cases are raised in Workbooks CRM

    Reduce the time you spend creating Projects in both Workbooks and Basecamp and allow this integration to do the menial work for you. Once set up, your Projects will automatically be created in Basecamp every time a new Case is raised in Workbooks.

    Note: See this Workbooks Knowledge Base page for more information about this Zap Template

    How this Workbooks CRM-Basecamp 3 integration works

    1. A new Case is raised in Workbooks CRM
    2. Zapier creates a new Project in Basecamp 3

    Apps involved

    • Workbooks CRM
    • Basecamp 3
  • Create new Cases in Workbooks CRM when new JIRA Issues are raised

    Keep track of all of your customer interactions in one place by allowing automation to do the heavy lifting. Once active, this integration will automatically create a new case in Workbooks every time a new issue is raised in Jira, saving you from the hassle of duplicate entry.

    Note: See this Workbooks Knowledge Base page for more information about this Zap Template

    How this JIRA-Workbooks CRM integration works

    1. A new issue is raised in JIRA
    2. Zapier creates a new case in Workbooks CRM

    Apps involved

    • JIRA
    • Workbooks CRM
  • Create JIRA issues when new cases are created in Workbooks

    Make sure that all of the relevant teams are aware of an issue as soon as it arises by using this integration to copy your cases across from Workbooks to Jira. After this integration is set up, Zapier will automatically create issues in JIRA every time a new case is created in Workbooks so you don't have to worry about anything falling through the cracks.

    Note: You could add a Filter step so that this automation only creates new Issues in JIRA when certain case types are created in Workbooks. Read this Knowledge Base page for help using this template.

    How this Workbooks CRM-JIRA integration works

    1. A new case is created in Workbooks
    2. Zapier creates an issue in JIRA

    Apps involved

    • Workbooks CRM
    • JIRA
  • Create tasks in Workbooks CRM when new payments are received in Xero

    If you're struggling to keep track of all those incoming payments, Zapier automation can lend a hand. This integration, once active, will automatically create a new task in Workbooks with all the information about new payment you receive in Xero, allowing you to use these tasks to update invoices accordingly.

    Note: The task will not automatically link to the Workbooks invoice nor mark the invoice as paid. Please see this Knowledge Base page for more information.

    How this Xero-Workbooks CRM integration works

    1. A new payment is received in Xero
    2. Zapier creates a task in Workbooks CRM

    Apps involved

    • Xero
    • Workbooks CRM
  • Create tasks in Workbooks when new credit notes are posted

    If you have further actions that are required after posting a credit note in Workbooks, such as processing the refund or emailing the customer, this automation can help you stay efficient. Turn it on, and whenever a new credit note is posted in Workbooks we'll create a task to help you follow up on it, so you can assign it to yourself, or queue up the work for a specific person.

    Note: See this Workbooks Knowledge Base page for more information about this integration

    How this Workbooks CRM integration works

    1. A new credit note is posted in Workbooks
    2. Zapier creates a task for it Workbooks

    Apps involved

    • Workbooks
  • Add new Facebook Ad Leads to Workbooks CRM

    Tired of exporting all those leads by hand? Zapier can automate that for you! Once this integration is configured, Zapier will detect any new Facebook Ad Leads and will automatically create corresponding leads in Workbooks CRM for you, allowing you to follow-up with leads faster and more efficiently.

    How this Facebook Lead Ads-Workbooks CRM integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier creates a new lead in Workbooks CRM

    Apps involved

    • Facebook Lead Ads
    • Workbooks CRM
  • Create survey responses from SurveyMonkey as tasks in Workbooks CRM

    If you're sending out lots of surveys, you probably have your hands full going the responses—stop wasting your time logging respondent details and associated tasks by hand. This integration allows you build up a complete picture by being able to see the survey results alongside other feedback or correspondence from that same person. Once active, it will trigger with every new survey completed in SurveyMonkey, automatically searching for a corresponding person on Workbooks, creating them if not found, and logging a new task for them with the response details to keep all that context together.

    Note: See this Workbooks Knowledge Base page for more information about this integration.

    How this SurveyMonkey-Workbooks CRM integration works

    1. A new survey is completed in SurveyMonkey
    2. Zapier searches for a person in Workbooks, and creates a new one if it does not exist
    3. Zapier creates a new task against that Person in Workbooks

    Apps involved

    • SurveyMonkey
    • Workbooks CRM
  • Send emails via Gmail when new invoices are posted to Workbooks CRM

    It's important to keep your books in order, but with everything else needed to run your business, it's easy to let invoicing slip. Use this integration to do the heavy lifting for you. After you set it up, whenever a new invoice is posted to Workbooks CRM, Zapier will send an email via Gmail with the details of the invoice. You can send the invoice directly to a client, or just alert your team internally.

    How this Workbooks CRM-Gmail integration works

    1. A new invoice is posted to Workbooks CRM
    2. Zapier sends an email via Gmail

    Apps involved

    • Workbooks CRM
    • Gmail
  • Add sales leads to Workbooks CRM when you label new emails in Gmail

    Get your prospects out of your inbox and into your CRM seamlessly with this integration. After you set it up, whenever you add a designated label to a new email in Gmail, Zapier will add that email sender to Workbooks CRM as a new sales lead. That way, your leads won't fall into the black hole of your inbox.

    How this Gmail-Workbooks CRM

    1. An email is labeled in Gmail
    2. Zapier adds the email sender to Workbooks CRM as a new sales lead

    Apps involved

    • Gmail
    • Workbooks CRM
  • Create sales leads in Workbooks CRM from new Facebook Lead Ad leads

    Following up with your leads quickly is the key to closing more deals, but exporting your Facebook leads and importing them into your CRM is time-consuming. This Zapier integration saves the day by automating that hassle. After you set it up, whenever a new lead is captured via a Facebook Lead Ad form, Zapier will add that contact as a new sales lead in Workbooks CRM. That way, your leads are right where you need them with no extra effort on your part.

    How this Facebook Lead Ads-Workbooks CRM integration works

    1. A new lead is captured via a Facebook Lead Ad form
    2. Zapier adds this contact to Workbooks CRM as a new sales lead

    Apps involved

    • Facebook Lead Ads
    • Workbooks CRM
  • Populate WebMerge documents with new Workbooks CRM info

    Need to populate contracts, quotes, agreements and other documents with contact info Workbooks CRM? Setup this Workbooks-WebMerge integration and each time you add a new lead to Workbooks CRM, Zapier use the contact info to populate a WebMerge template.

    How this Workbooks-WebMerge integration works

    1. A new lead is created in Workbooks CRM
    2. Zapier automatically sends data to a WebMerge document

    Apps involved

    • Workbooks CRM
    • WebMerge
  • Add new Bookafy customers to Workbooks CRM as people

    Manage your reports and dashboards via Workbooks CRM which helps you to run marketing campaigns, capture leads, create quotations, process orders and raise invoices. This Bookafy-Workbooks CRM automation creates new Bookafy customers automatically to Workbooks CRM as people.

    How this Bookafy-Workbooks CRM integration works

    1. A new customer registers on Bookafy
    2. Zapier adds that individual to Workbooks CRM as a new person

    Apps involved

    • Bookafy
    • Workbooks CRM
  • Add WorkBook CRM leads to an AWeber list

    Continue to engage and nurture your leads with relevant email marketing campaigns. Automate the process of transferring lead contact information to AWeber. This Zapier integration will create a new AWeber subscriber whenever a lead is created in WorkBook CRM.

    How it works

    1. A new lead is created in WorkBook CRM.
    2. Zapier creates a new AWeber subscriber based on the information provided.

    What you need

    • WorkBook CRM account
    • AWeber account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Workbooks CRM Integration Details

Launched on Zapier February 24, 2016

Zapier combines Triggers (like "Posted Invoice") and Actions (like "Create Marketing Campaign Status") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

Create Marketing Campaign Status

Adds a new status to a Marketing Campaign.

Create Organisation

Creates a new organisation.

Create Case

Creates a new case.

Create Task

Creates a new task.

Create Person

Creates a new person.

Create Marketing Campaign Member

Adds a new member to a Marketing Campaign.

Create Sales Lead

Creates a new sales lead.

Create Marketing Campaign

Creates a new Marketing Campaign.

Update Marketing Campaign Member

Update an existing member of a Marketing Campaign.

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 Organisation

Triggers when a new organisation is created.

Posted Credit Note

Triggers when a credit note is posted.

Find a Marketing Campaign

Find a marketing campaign.

Find a Sales Lead

Find a sales lead.

Find a Person

Find a person.

Find a Marketing Campaign Member

Find a marketing campaign member.

Find a Marketing Campaign Status

Find a marketing campaign status.

Find an Organisation

Find an organisation.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.