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Workbooks CRM Integrations

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Integrate QuickBooks Online with Workbooks CRM

QuickBooks Online

Accounting, Premium
Integrate Xero with Workbooks CRM

Xero

Accounting, Premium
Integrate Eventbrite with Workbooks CRM

Eventbrite

Event Management
Integrate SurveyMonkey with Workbooks CRM

SurveyMonkey

Forms & Surveys
Integrate LinkedIn Lead Gen Forms with Workbooks CRM

LinkedIn Lead Gen Forms

Ads & Conversion, Microsoft, Premium
Integrate Instapage with Workbooks CRM

Instapage

Forms & Surveys
Integrate Onlive with Workbooks CRM

Onlive

Beta, Event Management
Integrate Google Sheets with Workbooks CRM

Google Sheets

Google, Spreadsheets
Integrate Google Drive with Workbooks CRM

Google Drive

File Management & Storage, Google
Integrate Formidable Forms with Workbooks CRM

Formidable Forms

Forms & Surveys, WordPress
Integrate Mailchimp with Workbooks CRM

Mailchimp

Email Newsletters
Integrate Gmail with Workbooks CRM

Gmail

Email, Google
Integrate Jira Software Server with Workbooks CRM

Jira Software Server

Project Management
Integrate 123FormBuilder with Workbooks CRM

123FormBuilder

Forms & Surveys
Integrate Wufoo with Workbooks CRM

Wufoo

Forms & Surveys
Integrate LiveChat with Workbooks CRM

LiveChat

Customer Support
Integrate HubSpot with Workbooks CRM

HubSpot

Marketing Automation
Integrate WooCommerce with Workbooks CRM

WooCommerce

eCommerce, WordPress

Facebook Lead Ads

Ads & Conversion, Facebook, Premium
Integrate Typeform with Workbooks CRM

Typeform

Forms & Surveys
Integrate Unbounce with Workbooks CRM

Unbounce

Forms & Surveys
Integrate Microsoft Outlook with Workbooks CRM

Microsoft Outlook

Email, Microsoft
Integrate GoToWebinar with Workbooks CRM

GoToWebinar

Premium, Webinars
Integrate Mautic with Workbooks CRM

Mautic

Marketing Automation
Integrate Zoom with Workbooks CRM

Zoom

Video Conferencing
Integrate Cognito Forms with Workbooks CRM

Cognito Forms

Forms & Surveys
Integrate Ninja Forms with Workbooks CRM

Ninja Forms

Forms & Surveys, WordPress
Integrate Wisepops with Workbooks CRM

Wisepops

Forms & Surveys
Integrate Evenium with Workbooks CRM

Evenium

Event Management
Integrate Twitter with Workbooks CRM

Twitter

Social Media Accounts
Integrate Trello with Workbooks CRM

Trello

Project Management
Integrate ActiveCampaign with Workbooks CRM

ActiveCampaign

Marketing Automation
Integrate Google Forms with Workbooks CRM

Google Forms

Forms & Surveys, Google
Integrate Webflow with Workbooks CRM

Webflow

Website Builders
Integrate Constant Contact with Workbooks CRM

Constant Contact

Email Newsletters
Integrate Basecamp 3 with Workbooks CRM

Basecamp 3

Project Management
Integrate GetSiteControl with Workbooks CRM

GetSiteControl

Forms & Surveys
Integrate Slack with Workbooks CRM

Slack

Team Chat
Integrate JotForm with Workbooks CRM

JotForm

Forms & Surveys
Integrate Dropbox with Workbooks CRM

Dropbox

File Management & Storage
Integrate Zendesk with Workbooks CRM

Zendesk

Customer Support, Premium
Integrate Toggl with Workbooks CRM

Toggl

Time Tracking Software
Integrate MySQL with Workbooks CRM

MySQL

Databases, Premium
Integrate AWeber with Workbooks CRM

AWeber

Email Newsletters
Integrate RingCentral with Workbooks CRM

RingCentral

Phone & SMS
Integrate Formstack Documents with Workbooks CRM

Formstack Documents

Documents
Integrate Alchemer with Workbooks CRM

Alchemer

Forms & Surveys
Integrate dotdigital with Workbooks CRM

dotdigital

Marketing Automation
Integrate Circuit with Workbooks CRM

Circuit

Team Collaboration
Integrate Google Calendar with Workbooks CRM

Google Calendar

Calendar, Google
Integrate Asana with Workbooks CRM

Asana

Project Management
Integrate Pipedrive with Workbooks CRM

Pipedrive

CRM (Customer Relationship Management)
Integrate Acuity Scheduling with Workbooks CRM

Acuity Scheduling

Scheduling & Booking
Integrate Intercom with Workbooks CRM

Intercom

Customer Support
Integrate GitHub with Workbooks CRM

GitHub

Developer Tools
Integrate Campaign Monitor with Workbooks CRM

Campaign Monitor

Email Newsletters
Integrate Microsoft Office 365 with Workbooks CRM

Microsoft Office 365

Email, Microsoft
Integrate Box with Workbooks CRM

Box

File Management & Storage
Integrate Marketo with Workbooks CRM

Marketo

Marketing Automation, Premium
Integrate iAuditor by SafetyCulture with Workbooks CRM

iAuditor by SafetyCulture

Product Management
Integrate ServiceM8 with Workbooks CRM

ServiceM8

Scheduling & Booking
Integrate GoCanvas with Workbooks CRM

GoCanvas

Forms & Surveys
Integrate Growbots with Workbooks CRM

Growbots

CRM (Customer Relationship Management)
Integrate Cvent with Workbooks CRM

Cvent

Event Management
Integrate Comm100 with Workbooks CRM

Comm100

Beta, Customer Support
Integrate Calendly with Workbooks CRM

Calendly

Scheduling & Booking
Integrate Airtable with Workbooks CRM

Airtable

Databases
Integrate Facebook Pages with Workbooks CRM

Facebook Pages

Facebook, Social Media Accounts
Integrate Gravity Forms with Workbooks CRM

Gravity Forms

Forms & Surveys, WordPress
Integrate ClickFunnels with Workbooks CRM

ClickFunnels

Marketing Automation
Integrate Google Contacts with Workbooks CRM

Google Contacts

Contact Management, Google
Integrate Todoist with Workbooks CRM

Todoist

Task Management
Integrate Google Docs with Workbooks CRM

Google Docs

Documents, Google
Integrate Twilio with Workbooks CRM

Twilio

Phone & SMS
Integrate Microsoft Excel with Workbooks CRM

Microsoft Excel

Microsoft, Spreadsheets
Integrate Keap Max Classic with Workbooks CRM

Keap Max Classic

Marketing Automation, Premium
Integrate monday.com with Workbooks CRM

monday.com

Project Management
Integrate Teachable with Workbooks CRM

Teachable

Online Courses
Integrate Jira Software Cloud with Workbooks CRM

Jira Software Cloud

Project Management
Integrate LinkedIn with Workbooks CRM

LinkedIn

Microsoft, Social Media Accounts
Integrate WPForms with Workbooks CRM

WPForms

Forms & Surveys, WordPress
Integrate DocuSign with Workbooks CRM

DocuSign

Signatures
Integrate PandaDoc with Workbooks CRM

PandaDoc

Documents
Integrate OneDrive with Workbooks CRM

OneDrive

File Management & Storage, Microsoft
Integrate Google Analytics with Workbooks CRM

Google Analytics

Ads & Conversion, Google
Integrate Smartsheet with Workbooks CRM

Smartsheet

Spreadsheets
Integrate Freshdesk with Workbooks CRM

Freshdesk

Customer Support
Integrate Reddit with Workbooks CRM

Reddit

Social Media Accounts
Integrate Pipefy with Workbooks CRM

Pipefy

Project Management
Integrate Mailparser with Workbooks CRM

Mailparser

Email
Integrate Google Slides with Workbooks CRM

Google Slides

Documents, Google
Integrate Firebase / Firestore with Workbooks CRM

Firebase / Firestore

Databases
Integrate SendGrid with Workbooks CRM

SendGrid

Transactional Email
Integrate Facebook Messenger with Workbooks CRM

Facebook Messenger

Facebook, Social Media Marketing
Integrate Agile CRM with Workbooks CRM

Agile CRM

CRM (Customer Relationship Management)
Integrate FreshBooks Classic with Workbooks CRM

FreshBooks Classic

Accounting
Integrate SQL Server with Workbooks CRM

SQL Server

Databases, Premium
Integrate tawk.to with Workbooks CRM

tawk.to

Customer Support
Integrate Knack with Workbooks CRM

Knack

Databases
Integrate Wrike with Workbooks CRM

Wrike

Project Management
Integrate SignNow with Workbooks CRM

SignNow

Signatures
Integrate Delighted with Workbooks CRM

Delighted

Forms & Surveys
Integrate Microsoft Dynamics 365 CRM with Workbooks CRM

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft, Premium
Integrate Quotient with Workbooks CRM

Quotient

Proposal & Invoice Management
Integrate Zipwhip with Workbooks CRM

Zipwhip

Phone & SMS
Integrate Basecamp 2 with Workbooks CRM

Basecamp 2

Project Management
Integrate Ticket Tailor with Workbooks CRM

Ticket Tailor

Event Management
Integrate RepairShopr with Workbooks CRM

RepairShopr

CRM (Customer Relationship Management)
Integrate Microsoft Exchange with Workbooks CRM

Microsoft Exchange

Email, Microsoft
Integrate Leadfeeder with Workbooks CRM

Leadfeeder

CRM (Customer Relationship Management)
Integrate CallTrackingMetrics with Workbooks CRM

CallTrackingMetrics

Call Tracking
Integrate HelloSign with Workbooks CRM

HelloSign

Signatures
Integrate Better Proposals with Workbooks CRM

Better Proposals

Proposal & Invoice Management
Integrate G2 Crowd with Workbooks CRM

G2 Crowd

Reviews
Integrate Tookan with Workbooks CRM

Tookan

Scheduling & Booking
Integrate SugarCRM 6.2-5 with Workbooks CRM

SugarCRM 6.2-5

CRM (Customer Relationship Management), Premium
Integrate ON24 with Workbooks CRM

ON24

Webinars
Integrate Instabot: Chatbot Platform with Workbooks CRM

Instabot: Chatbot Platform

Marketing Automation
Integrate XING Events with Workbooks CRM

XING Events

Event Management
Integrate Feefo with Workbooks CRM

Feefo

Forms & Surveys
Integrate GoToMeeting with Workbooks CRM

GoToMeeting

Video Conferencing
Integrate Basecamp Classic with Workbooks CRM

Basecamp Classic

Project Management
Integrate Bookafy with Workbooks CRM

Bookafy

Scheduling & Booking
Integrate SignEasy with Workbooks CRM

SignEasy

Signatures

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

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

    premium
    Add new Facebook Lead Ad leads as new people in Workbooks CRM
    • Facebook Lead Ads logo
    • Workbooks CRM logo
    Facebook Lead Ads + Workbooks CRM
  • 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
    Eventbrite + Workbooks CRM
    More details
    1. When this happens

      Step 1: New Attendee Registered

    2. Then do this

      Step 2: Create Task

  • Create survey responses from SurveyMonkey as tasks in Workbooks CRM

    • SurveyMonkey 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: 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

Supported triggers and actions

What does this mean?
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workbooks logo
workbooks logo

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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