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Workbooks CRM Integrations

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Ways to Automate Workbooks CRM

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

Copy new posted invoices from Workbooks CRM to Xero

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

Create Google Drive folders for new cases on Workbooks CRM

Create new Sales Leads in Workbooks CRM from Wufoo Form Entries

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

Create new Cases in Workbooks CRM when new JIRA Issues are raised

Create JIRA issues when new cases are created in Workbooks

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

Create tasks in Workbooks when new credit notes are posted

Add new Facebook Ad Leads to Workbooks CRM

Create survey responses from SurveyMonkey as tasks in Workbooks CRM

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

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

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

Populate WebMerge documents with new Workbooks CRM info

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You can do so much more with Workbooks CRM by connecting it to the other apps you use like Facebook Lead Ads, Xero, and QuickBooks Online to automate the tedious tasks in your workflow.

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About Workbooks CRM

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.

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Triggers

Posted Invoice Instant

Triggers when an invoice is complete and its status posted.

New Case Instant

Triggers when a new case is created.

New Person Instant

Triggers when a new person is created.

New Sales Lead Instant

Triggers when a new sales lead is created.

New Organisation Instant

Triggers when a new organisation is created.

Posted Credit Note Instant

Triggers when a credit note is posted.

Searches

Find a Marketing Campaign

Find a marketing campaign.

Optionally, create one if none are found.

Find a Sales Lead

Find a sales lead.

Optionally, create one if none are found.

Find a Person

Find a person.

Optionally, create one if none are found.

Find a Marketing Campaign Member

Find a marketing campaign member.

Optionally, create one if none are found.

Find a Marketing Campaign Status

Find a marketing campaign status.

Optionally, create one if none are found.

Find an Organisation

Find an organisation.

Optionally, create one if none are found.

Actions

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.

What are Triggers, Searches, & Actions?

Triggers, Searches and Actions are the building blocks that power your integrations. Triggers watch for events in your apps, then kick off a sequence of Searches and Actions. Searches look up existing data, and Actions create new items. These combos—called "Zaps"—complete your tasks automatically.

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Tip Multi-Step Zaps

Try using one Trigger to send multiple Searches and Actions into motion. Multi-Step Zaps help your apps work in harmony.

Make a Multi-Step Zap

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What's a Zap?

A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!