Workbooks CRM Integrations

Do more with Workbooks CRM

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Integrate Facebook Lead Ads with Workbooks CRM

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium

3 Zap templates

Integrate QuickBooks Online with Workbooks CRM

QuickBooks Online

Accounting +1Accounting, Premium

4 Zap templates

Integrate Xero with Workbooks CRM

Xero

Accounting +1Accounting, Premium

2 Zap templates

Integrate Eventbrite with Workbooks CRM

Eventbrite

Event Management

1 Zap template

Integrate SurveyMonkey with Workbooks CRM

SurveyMonkey

Forms & Surveys

1 Zap template

Integrate Instapage with Workbooks CRM

Instapage

Forms & Surveys
Integrate Gravity Forms with Workbooks CRM

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Google Sheets with Workbooks CRM

Google Sheets

Google +1Google, Spreadsheets
Integrate Google Drive with Workbooks CRM

Google Drive

File Management & Storage +1File Management & Storage, Google

1 Zap template

Integrate WordPress (Legacy) with Workbooks CRM

WordPress (Legacy)

Website Builders +1Website Builders, WordPress
Integrate 123FormBuilder with Workbooks CRM

123FormBuilder

Forms & Surveys

1 Zap template

Integrate Mautic with Workbooks CRM

Mautic

Marketing Automation
Integrate Wufoo with Workbooks CRM

Wufoo

Forms & Surveys

1 Zap template

Integrate Formidable Forms with Workbooks CRM

Formidable Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Jira Software Server with Workbooks CRM

Jira Software Server

Project Management

2 Zap templates

Integrate Mailchimp with Workbooks CRM

Mailchimp

Email Newsletters
Integrate Gmail with Workbooks CRM

Gmail

Email +1Email, Google

2 Zap templates

Integrate GoToWebinar with Workbooks CRM

GoToWebinar

Premium +1Premium, Webinars
Integrate Typeform with Workbooks CRM

Typeform

Forms & Surveys
Integrate Evenium with Workbooks CRM

Evenium

Event Management
Integrate Twitter with Workbooks CRM

Twitter

Social Media Accounts
Integrate Trello with Workbooks CRM

Trello

Project Management
Integrate Google Forms with Workbooks CRM

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Dropbox with Workbooks CRM

Dropbox

File Management & Storage
Integrate Microsoft Outlook with Workbooks CRM

Microsoft Outlook

Email +1Email, Microsoft
Integrate JotForm with Workbooks CRM

JotForm

Forms & Surveys
Integrate Webflow with Workbooks CRM

Webflow

Website Builders
Integrate WooCommerce with Workbooks CRM

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate Toggl with Workbooks CRM

Toggl

Time Tracking Software
Integrate Cognito Forms with Workbooks CRM

Cognito Forms

Forms & Surveys
Integrate MySQL with Workbooks CRM

MySQL

Databases +1Databases, Premium
Integrate RingCentral with Workbooks CRM

RingCentral

Phone & SMS
Integrate Box with Workbooks CRM

Box

File Management & Storage
Integrate SurveyGizmo with Workbooks CRM

SurveyGizmo

Forms & Surveys
Integrate LinkedIn Lead Gen Forms with Workbooks CRM

LinkedIn Lead Gen Forms

Ads & Conversion +2Ads & Conversion, Microsoft, Premium
Integrate Circuit with Workbooks CRM

Circuit

Team Collaboration
Integrate dotdigital with Workbooks CRM

dotdigital

Marketing Automation
Integrate Facebook Pages with Workbooks CRM

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate LinkedIn with Workbooks CRM

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
Integrate Zendesk with Workbooks CRM

Zendesk

Customer Support +1Customer Support, Premium
Integrate Microsoft Office 365 with Workbooks CRM

Microsoft Office 365

Email +1Email, Microsoft
Integrate Intercom with Workbooks CRM

Intercom

Customer Support
Integrate AWeber with Workbooks CRM

AWeber

Email Newsletters

1 Zap template

Integrate Ninja Forms with Workbooks CRM

Ninja Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate HubSpot with Workbooks CRM

HubSpot

Marketing Automation
Integrate Formstack Documents with Workbooks CRM

Formstack Documents

Documents

1 Zap template

Integrate SQL Server with Workbooks CRM

SQL Server

Databases +1Databases, Premium
Integrate iAuditor by SafetyCulture with Workbooks CRM

iAuditor by SafetyCulture

Product Management
Integrate Marketo with Workbooks CRM

Marketo

Marketing Automation +1Marketing Automation, Premium
Integrate ServiceM8 with Workbooks CRM

ServiceM8

Scheduling & Booking
Integrate GoCanvas with Workbooks CRM

GoCanvas

Forms & Surveys
Integrate Jira Software Cloud with Workbooks CRM

Jira Software Cloud

Project Management
Integrate WisePops with Workbooks CRM

WisePops

Forms & Surveys
Integrate Google Calendar with Workbooks CRM

Google Calendar

Calendar +1Calendar, Google
Integrate ClickFunnels with Workbooks CRM

ClickFunnels

Marketing Automation
Integrate Google Contacts with Workbooks CRM

Google Contacts

Contact Management +1Contact Management, Google
Integrate Acuity Scheduling with Workbooks CRM

Acuity Scheduling

Scheduling & Booking
Integrate Todoist with Workbooks CRM

Todoist

Task Management
Integrate Twilio with Workbooks CRM

Twilio

Phone & SMS
Integrate Microsoft Excel with Workbooks CRM

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Infusionsoft by Keap with Workbooks CRM

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium
Integrate Google Docs with Workbooks CRM

Google Docs

Documents +1Documents, Google
Integrate Unbounce with Workbooks CRM

Unbounce

Forms & Surveys
Integrate GitHub with Workbooks CRM

GitHub

Developer Tools
Integrate WPForms with Workbooks CRM

WPForms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate OneDrive with Workbooks CRM

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate Facebook Messenger with Workbooks CRM

Facebook Messenger

Facebook +1Facebook, Social Media Marketing
Integrate monday.com with Workbooks CRM

monday.com

Project Management
Integrate Google Analytics with Workbooks CRM

Google Analytics

Ads & Conversion +1Ads & Conversion, Google
Integrate Campaign Monitor with Workbooks CRM

Campaign Monitor

Email Newsletters
Integrate Agile CRM with Workbooks CRM

Agile CRM

CRM (Customer Relationship Management)
Integrate Pipefy with Workbooks CRM

Pipefy

Project Management
Integrate Reddit with Workbooks CRM

Reddit

Social Media Accounts
Integrate Delighted with Workbooks CRM

Delighted

Forms & Surveys
Integrate Quotient with Workbooks CRM

Quotient

Proposal & Invoice Management
Integrate Basecamp 2 with Workbooks CRM

Basecamp 2

Project Management
Integrate RepairShopr with Workbooks CRM

RepairShopr

CRM (Customer Relationship Management)
Integrate Zipwhip with Workbooks CRM

Zipwhip

Phone & SMS
Integrate CallTrackingMetrics with Workbooks CRM

CallTrackingMetrics

Call Tracking
Integrate Microsoft Exchange with Workbooks CRM

Microsoft Exchange

Email +1Email, Microsoft
Integrate HelloSign with Workbooks CRM

HelloSign

Signatures
Integrate SugarCRM 6.2-5 with Workbooks CRM

SugarCRM 6.2-5

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate ON24 with Workbooks CRM

ON24

Webinars
Integrate Pipedrive with Workbooks CRM

Pipedrive

CRM (Customer Relationship Management)
Integrate Instabot: Chatbot Platform with Workbooks CRM

Instabot: Chatbot Platform

Marketing Automation
Integrate Basecamp Classic with Workbooks CRM

Basecamp Classic

Project Management
Integrate XING Events with Workbooks CRM

XING Events

Event Management
Integrate Salesforce (Legacy) with Workbooks CRM

Salesforce (Legacy)

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate GoToMeeting with Workbooks CRM

GoToMeeting

Video Conferencing
Integrate Better Proposals with Workbooks CRM

Better Proposals

Proposal & Invoice Management
Integrate Popup Maker with Workbooks CRM

Popup Maker

Beta +1Beta, eCommerce
Integrate Ticket Tailor with Workbooks CRM

Ticket Tailor

Event Management
Integrate PayPal with Workbooks CRM

PayPal

Payment Processing +1Payment Processing, Premium
Integrate DocuSign with Workbooks CRM

DocuSign

Signatures
Integrate Formstack with Workbooks CRM

Formstack

Forms & Surveys
Integrate Zoho Forms with Workbooks CRM

Zoho Forms

Forms & Surveys +1Forms & Surveys, Zoho
Integrate TalentLMS with Workbooks CRM

TalentLMS

Online Courses
Integrate Zoho Projects with Workbooks CRM

Zoho Projects

Project Management +1Project Management, Zoho
Integrate CallFire with Workbooks CRM

CallFire

Phone & SMS
Integrate Feefo with Workbooks CRM

Feefo

Forms & Surveys
Integrate Totango with Workbooks CRM

Totango

CRM (Customer Relationship Management)
Integrate Copper with Workbooks CRM

Copper

CRM (Customer Relationship Management)
Integrate Airtable with Workbooks CRM

Airtable

Databases
Integrate OneNote with Workbooks CRM

OneNote

Microsoft +1Microsoft, Notes
Integrate SharpSpring with Workbooks CRM

SharpSpring

Marketing Automation
Integrate Pardot with Workbooks CRM

Pardot

Marketing Automation +1Marketing Automation, Premium
Integrate Amazon Seller Central with Workbooks CRM

Amazon Seller Central

Amazon +2Amazon, eCommerce, Premium
Integrate Microsoft Teams with Workbooks CRM

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate Docupilot with Workbooks CRM

Docupilot

Documents
Integrate Deputy with Workbooks CRM

Deputy

Scheduling & Booking
Integrate Autotask with Workbooks CRM

Autotask

CRM (Customer Relationship Management)
Integrate Vainu with Workbooks CRM

Vainu

CRM (Customer Relationship Management)
Integrate ThunderMaps with Workbooks CRM

ThunderMaps

Forms & Surveys

Connect Workbooks CRM to 2,000+ Apps

  • 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

Workbooks CRM Integration Details

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