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Workbooks CRM Integrations

Do more with Workbooks CRM integrations

Zapier lets you connect Workbooks CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Integrate Facebook Lead Ads with Workbooks CRM

Facebook Lead Ads

Ads & Conversion
Integrate QuickBooks Online with Workbooks CRM

QuickBooks Online

Accounting
Integrate Xero with Workbooks CRM

Xero

Accounting
Integrate Webhooks by Zapier with Workbooks CRM

Webhooks by Zapier

Developer Tools, Zapier
Integrate Formatter by Zapier with Workbooks CRM

Formatter by Zapier

Documents, Zapier
Integrate LinkedIn Lead Gen Forms with Workbooks CRM

LinkedIn Lead Gen Forms

Ads & Conversion, Microsoft
Integrate Eventbrite with Workbooks CRM

Eventbrite

Event Management
Integrate SurveyMonkey with Workbooks CRM

SurveyMonkey

Forms & Surveys
Integrate Onlive with Workbooks CRM

Onlive

Event Management
Integrate Facebook Lead Ads with Workbooks CRM

Facebook Lead Ads

Ads & Conversion
Integrate QuickBooks Online with Workbooks CRM

QuickBooks Online

Accounting
Integrate Xero with Workbooks CRM

Xero

Accounting
Integrate Webhooks by Zapier with Workbooks CRM

Webhooks by Zapier

Developer Tools, Zapier
Integrate Formatter by Zapier with Workbooks CRM

Formatter by Zapier

Documents, Zapier
Integrate LinkedIn Lead Gen Forms with Workbooks CRM

LinkedIn Lead Gen Forms

Ads & Conversion, Microsoft
Integrate Facebook Lead Ads with Workbooks CRM

Facebook Lead Ads

Ads & Conversion
Integrate QuickBooks Online with Workbooks CRM

QuickBooks Online

Accounting
Integrate Xero with Workbooks CRM

Xero

Accounting

Connect your apps and automate workflows

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Popular ways to use Workbooks CRM workflows

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

    Premium
    • Facebook Lead Ads logo
    • Workbooks CRM logo
    Facebook Lead Ads + Workbooks CRM
    More details
    1. When this happens

      Step 1: New Lead

    2. Then do this

      Step 2: Create Person

  • Copy new posted invoices from Workbooks CRM to Xero

    Premium
    • Workbooks CRM logo
    • Xero logo
    Workbooks CRM + Xero
    More details
    1. When this happens

      Step 1: Posted Invoice

    2. Then do this

      Step 2: Create Sales Invoice

  • Add tasks for new or existing leads in Workbooks CRM when new attendees register for Eventbrite events

    • Eventbrite logo
    • Workbooks CRM logo
    • Workbooks CRM logo
    Eventbrite + Workbooks CRM
    More details
    1. When this happens

      Step 1: New Attendee Registered

    2. Then do this

      Step 2: Find or Create a Sales Lead

    3. Then do this

      Step 3: Create Task

  • Create survey responses from SurveyMonkey as tasks in Workbooks CRM

    • SurveyMonkey logo
    • Workbooks CRM logo
    • Workbooks CRM logo
    SurveyMonkey + Workbooks CRM
    More details
    1. When this happens

      Step 1: New Response Notification With Answers

    2. Then do this

      Step 2: Find or Create a Person

    3. Then do this

      Step 3: Create Task

  • Create QuickBooks Online invoices from posted Workbooks invoices

    Premium
    • Workbooks CRM logo
    • QuickBooks Online logo
    Workbooks CRM + QuickBooks Online
    More details
    1. When this happens

      Step 1: Posted Invoice

    2. Then do this

      Step 2: Find Customer

    3. Then do this

      Step 3: Find Product(s)

    4. Then do this

      Step 4: Create Invoice

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

    • Jira Software Server logo
    • Workbooks CRM logo
    Jira Software Server + Workbooks CRM
    More details
    1. When this happens

      Step 1: New Issue

    2. Then do this

      Step 2: Create Case

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

    • Workbooks CRM logo
    • Basecamp 3 logo
    Workbooks CRM + Basecamp 3
    More details
    1. When this happens

      Step 1: New Case

    2. Then do this

      Step 2: Create Project

  • Create Google Drive folders for new cases on Workbooks CRM

    • Workbooks CRM logo
    • Google Drive logo
    Workbooks CRM + Google Drive
    More details
    1. When this happens

      Step 1: New Case

    2. Then do this

      Step 2: Create Folder

  • Workbooks CRM triggers, actions, and search
    New Case
    Triggers when a new case is created.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    New Organisation
    Triggers when a new organisation is created.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    New Person
    Triggers when a new person is created.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    New Sales Lead
    Triggers when a new sales lead is created.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    Posted Credit Note
    Triggers when a credit note is posted.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    Posted Invoice
    Triggers when an invoice is complete and its status posted.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    Perform Dynamic Lookup
    Looks up values using a Dynamic Lookup Item.
    Action
    Write
  • Workbooks CRM triggers, actions, and search
    Create Marketing Campaign Member
    Adds a new member to a Marketing Campaign.
    Action
    Write
  • Workbooks CRM

    Adds a new member status to a Marketing Campaign.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new case.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new Marketing Campaign.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new Customer Order

    Scheduled

    Action

  • Workbooks CRM

    Creates a new Customer Order and Line Items

    Scheduled

    Action

  • Workbooks CRM

    Creates a new organisation.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new Person.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new sales lead.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new task.

    Scheduled

    Action

  • Workbooks CRM

    Update an existing member of a Marketing Campaign.

    Scheduled

    Action

  • Workbooks CRM

    Updates a customer order which has previously been found with a Find Customer Order step.

    Scheduled

    Action

  • Workbooks CRM

    Update an existing Organisation.

    Scheduled

    Action

  • Workbooks CRM

    Update an existing Person.

    Scheduled

    Action

  • Workbooks CRM

    Update an existing Sales Lead.

    Scheduled

    Action

  • Workbooks CRM

    Find a marketing campaign.

    Scheduled

    Action

  • Workbooks CRM

    Find a marketing campaign member.

    Scheduled

    Action

  • Workbooks CRM

    Find a marketing campaign member status.

    Scheduled

    Action

  • Workbooks CRM

    Finds a customer order.

    Scheduled

    Action

  • Workbooks CRM

    Find an organisation.

    Scheduled

    Action

  • Workbooks CRM

    Find a person.

    Scheduled

    Action

  • Workbooks CRM

    Find a sales lead.

    Scheduled

    Action

  • Workbooks CRM

    Find or Create a Marketing Campaign

    Scheduled

    Action

  • Workbooks CRM

    Find or Create a Marketing Campaign Member

    Scheduled

    Action

  • Workbooks CRM

    Find or Create a Marketing Campaign Member Status

    Scheduled

    Action

  • Workbooks CRM

    Find or Create an Order

    Scheduled

    Action

  • Workbooks CRM

    Find or Create an Organisation

    Scheduled

    Action

  • Workbooks CRM

    Find or Create a Person

    Scheduled

    Action

  • Workbooks CRM

    Find or Create a Sales Lead

    Scheduled

    Action

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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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