Workbooks CRM Integrations

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

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

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

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

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