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Workbooks CRM Integrations

CRM (Customer Relationship Management)

Do more with Workbooks CRM integrations

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Integrate Jotform with Workbooks CRMIntegrate Jotform with Workbooks CRM

Jotform

Forms & Surveys
Integrate QuickBooks Online with Workbooks CRMIntegrate QuickBooks Online with Workbooks CRM

QuickBooks Online

Accounting
Integrate Formatter by Zapier with Workbooks CRMIntegrate Formatter by Zapier with Workbooks CRM

Formatter by Zapier

Documents, Zapier
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 Webhooks by Zapier with Workbooks CRMIntegrate Webhooks by Zapier with Workbooks CRM

Webhooks by Zapier

Developer Tools, Zapier
Integrate Filter by Zapier with Workbooks CRMIntegrate Filter by Zapier with Workbooks CRM

Filter by Zapier

Developer Tools, Zapier
Integrate LinkedIn Ads with Workbooks CRMIntegrate LinkedIn Ads with Workbooks CRM

LinkedIn Ads

Ads & Conversion, Microsoft
Integrate Jotform with Workbooks CRMIntegrate Jotform with Workbooks CRM

Jotform

Forms & Surveys
Integrate QuickBooks Online with Workbooks CRMIntegrate QuickBooks Online with Workbooks CRM

QuickBooks Online

Accounting
Integrate Formatter by Zapier with Workbooks CRMIntegrate Formatter by Zapier with Workbooks CRM

Formatter by Zapier

Documents, Zapier
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 Jotform with Workbooks CRMIntegrate Jotform with Workbooks CRM

Jotform

Forms & Surveys
Integrate QuickBooks Online with Workbooks CRMIntegrate QuickBooks Online with Workbooks CRM

QuickBooks Online

Accounting
Integrate Formatter by Zapier with Workbooks CRMIntegrate Formatter by Zapier with Workbooks CRM

Formatter by Zapier

Documents, Zapier
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 Webhooks by Zapier with Workbooks CRMIntegrate Webhooks by Zapier with Workbooks CRM

Webhooks by Zapier

Developer Tools, Zapier
Integrate Filter by Zapier with Workbooks CRMIntegrate Filter by Zapier with Workbooks CRM

Filter by Zapier

Developer Tools, Zapier
Integrate LinkedIn Ads with Workbooks CRMIntegrate LinkedIn Ads with Workbooks CRM

LinkedIn Ads

Ads & Conversion, Microsoft

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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
  • Update Workbooks CRM invoices when you receive QuickBooks Online payments

    Premium
    Details
    • QuickBooks Online logo
    • Workbooks CRM logo
    • Webhooks by Zapier logo
    QuickBooks Online + Workbooks CRM + Webhooks by Zapier
  • Create QuickBooks Online invoices from posted Workbooks invoices

    Premium
    Details
    • Workbooks CRM logo
    • QuickBooks Online logo
    Workbooks CRM + QuickBooks Online
  • Create sales leads in Workbooks CRM for new involve.me submissions

    • involve.me logo
    • Workbooks CRM logo
    involve.me + Workbooks CRM
  • 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

Copy new posted invoices from Workbooks CRM to Xero

Premium
Details
Try it
  • Workbooks CRM logo
  • Xero logo
Workbooks CRM + Xero

Update Workbooks CRM invoices when you receive QuickBooks Online payments

Premium
Details
  • QuickBooks Online logo
  • Workbooks CRM logo
  • Webhooks by Zapier logo
QuickBooks Online + Workbooks CRM + Webhooks by Zapier

Create QuickBooks Online invoices from posted Workbooks invoices

Premium
Details
  • Workbooks CRM logo
  • QuickBooks Online logo
Workbooks CRM + QuickBooks Online

Create sales leads in Workbooks CRM for new involve.me submissions

  • involve.me logo
  • Workbooks CRM logo
involve.me + Workbooks CRM

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

Supported triggers and actions

What does this mean?
  • 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 nameRequired

    • 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 CampaignRequired

    • Party or Lead IDRequired

    • Party or Lead TypeRequired

    • Member's NameRequired

    • Status

    Action
    Write
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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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Related categories

  • CRM (Customer Relationship Management)

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