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Workbooks CRM Integrations

CRM (Customer Relationship Management)

Do more with Workbooks CRM integrations

Zapier lets you connect Workbooks CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Integrate Jotform with Workbooks CRMIntegrate Jotform with Workbooks CRM
Jotform
Forms & Surveys
Integrate Xero with Workbooks CRMIntegrate Xero with Workbooks CRM
Xero
Accounting
Integrate Spotler UK with Workbooks CRMIntegrate Spotler UK with Workbooks CRM
Spotler UK
Marketing Automation
Integrate Onlive with Workbooks CRMIntegrate Onlive with Workbooks CRM
Onlive
Event Management
Integrate SurveyMonkey with Workbooks CRMIntegrate SurveyMonkey with Workbooks CRM
SurveyMonkey
Forms & Surveys
Integrate Eventbrite with Workbooks CRMIntegrate Eventbrite with Workbooks CRM
Eventbrite
Event Management
Integrate Wix with Workbooks CRMIntegrate Wix with Workbooks CRM
Wix
Website Builders
Integrate Typeform with Workbooks CRMIntegrate Typeform with Workbooks CRM
Typeform
Forms & Surveys
Integrate Wisepops with Workbooks CRMIntegrate Wisepops with Workbooks CRM
Wisepops
Forms & Surveys
Integrate Jotform with Workbooks CRMIntegrate Jotform with Workbooks CRM
Jotform
Forms & Surveys
Integrate Xero with Workbooks CRMIntegrate Xero with Workbooks CRM
Xero
Accounting
Integrate Spotler UK with Workbooks CRMIntegrate Spotler UK with Workbooks CRM
Spotler UK
Marketing Automation
Integrate Onlive with Workbooks CRMIntegrate Onlive with Workbooks CRM
Onlive
Event Management
Integrate SurveyMonkey with Workbooks CRMIntegrate SurveyMonkey with Workbooks CRM
SurveyMonkey
Forms & Surveys
Integrate Eventbrite with Workbooks CRMIntegrate Eventbrite with Workbooks CRM
Eventbrite
Event Management
Integrate Jotform with Workbooks CRMIntegrate Jotform with Workbooks CRM
Jotform
Forms & Surveys
Integrate Xero with Workbooks CRMIntegrate Xero with Workbooks CRM
Xero
Accounting
Integrate Spotler UK with Workbooks CRMIntegrate Spotler UK with Workbooks CRM
Spotler UK
Marketing Automation
Integrate Onlive with Workbooks CRMIntegrate Onlive with Workbooks CRM
Onlive
Event Management
Integrate SurveyMonkey with Workbooks CRMIntegrate SurveyMonkey with Workbooks CRM
SurveyMonkey
Forms & Surveys
Integrate Eventbrite with Workbooks CRMIntegrate Eventbrite with Workbooks CRM
Eventbrite
Event Management
Integrate Wix with Workbooks CRMIntegrate Wix with Workbooks CRM
Wix
Website Builders
Integrate Typeform with Workbooks CRMIntegrate Typeform with Workbooks CRM
Typeform
Forms & Surveys
Integrate Wisepops with Workbooks CRMIntegrate Wisepops with Workbooks CRM
Wisepops
Forms & Surveys

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Quickly automate Workbooks CRM integrations with Zapier's templates

  • Copy new posted invoices from Workbooks CRM to Xero

    Premium
    Details
    • Workbooks CRM logo
    • Xero logo
    Workbooks CRM + Xero
  • Add new Facebook Lead Ad leads as new people in Workbooks CRM

    Premium
    Details
    • Facebook Lead Ads logo
    • Workbooks CRM logo
    Facebook Lead Ads + Workbooks CRM
  • Create survey responses from SurveyMonkey as tasks in Workbooks CRM

    • SurveyMonkey logo
    • Workbooks CRM logo
    SurveyMonkey + Workbooks CRM
  • Create new Cases in Workbooks CRM when new JIRA Issues are raised

    • Jira Software Server logo
    • Workbooks CRM logo
    Jira Software Server + Workbooks CRM
  • Create new Basecamp Projects when new cases are raised in Workbooks CRM

    • Workbooks CRM logo
    • Basecamp logo
    Workbooks CRM + Basecamp
  • Create Google Drive folders for new cases on Workbooks CRM

    • Workbooks CRM logo
    • Google Drive logo
    Workbooks CRM + Google Drive
  • Copy new posted invoices from Workbooks CRM to Xero

    Premium
    Details
    Try it
    • Workbooks CRM logo
    • Xero logo
    Workbooks CRM + Xero
  • Add new Facebook Lead Ad leads as new people in Workbooks CRM

    Premium
    Details
    • Facebook Lead Ads logo
    • Workbooks CRM logo
    Facebook Lead Ads + Workbooks CRM
  • Create survey responses from SurveyMonkey as tasks in Workbooks CRM

    • SurveyMonkey logo
    • Workbooks CRM logo
    SurveyMonkey + Workbooks CRM
  • Create new Cases in Workbooks CRM when new JIRA Issues are raised

    • Jira Software Server logo
    • Workbooks CRM logo
    Jira Software Server + Workbooks CRM
  • Create new Basecamp Projects when new cases are raised in Workbooks CRM

    • Workbooks CRM logo
    • Basecamp logo
    Workbooks CRM + Basecamp
  • Create Google Drive folders for new cases on Workbooks CRM

    • Workbooks CRM logo
    • Google Drive logo
    Workbooks CRM + Google Drive
  • Create tasks in Workbooks CRM when new payments are received in Xero

    Premium
    Details
    • Xero logo
    • Workbooks CRM logo
    Xero + Workbooks CRM
  • Create new Sales Leads in Workbooks CRM from Wufoo Form Entries

    • Wufoo logo
    • Workbooks CRM logo
    Wufoo + Workbooks CRM
  • Add tasks for new or existing leads in Workbooks CRM when new attendees register for Eventbrite events

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

    • Workbooks CRM logo
    • Jira Software Server logo
    Workbooks CRM + Jira Software Server
  • Create tasks in Workbooks when new credit notes are posted

    • Workbooks CRM logo
    Workbooks CRM
  • Add new Facebook Ad Leads to Workbooks CRM

    Premium
    Details
    • Facebook Lead Ads logo
    • Workbooks CRM logo
    Facebook Lead Ads + Workbooks CRM
    • Create tasks in Workbooks CRM when new payments are received in Xero

      Premium
      Details
      • Xero logo
      • Workbooks CRM logo
      Xero + Workbooks CRM
    • Create new Sales Leads in Workbooks CRM from Wufoo Form Entries

      • Wufoo logo
      • Workbooks CRM logo
      Wufoo + Workbooks CRM
    • Add tasks for new or existing leads in Workbooks CRM when new attendees register for Eventbrite events

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

      • Workbooks CRM logo
      • Jira Software Server logo
      Workbooks CRM + Jira Software Server
    • Create tasks in Workbooks when new credit notes are posted

      • Workbooks CRM logo
      Workbooks CRM
    • Add new Facebook Ad Leads to Workbooks CRM

      Premium
      Details
      • Facebook Lead Ads logo
      • Workbooks CRM logo
      Facebook Lead Ads + Workbooks CRM

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Workbooks CRM triggers, actions, and search
      New Case

      Triggers when a new case is created.

      Trigger
      Instant
      Try It
    • Workbooks CRM triggers, actions, and search
      Posted Credit Note

      Triggers when a credit note is posted.

      Trigger
      Instant
      Try It
      • Lookup name
        Required
      • Value
      • Value list
      • Default value
      Action
      Write
    • Workbooks CRM triggers, actions, and search
      New Organisation

      Triggers when a new organisation is created.

      Trigger
      Instant
      Try It
    • Workbooks CRM triggers, actions, and search
      New Sales Lead

      Triggers when a new sales lead is created.

      Trigger
      Instant
      Try It
    • Workbooks CRM triggers, actions, and search
      Posted Invoice

      Triggers when an invoice is complete and its status posted.

      Trigger
      Instant
      Try It
      • Marketing Campaign ID
      • Party or Lead ID
        Required
      • Party or Lead Type
        Required
      • Member's Name
        Required
      • Status
      Action
      Write

    Workbooks CRM Help & Support

    Common questions

    workbooks logo
    About Workbooks CRM
    Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.
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    App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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