Workbooks CRM Integrations

Do more with Workbooks CRM

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Facebook Lead Ads

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

QuickBooks Online

Accounting +1Accounting, Premium

120 Integrations

Xero

Accounting +1Accounting, Premium

36 Integrations

Connect Workbooks CRM to 2,000+ Apps

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

    Facebook Lead Ads + Workbooks CRM

    Try It
  • 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