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Workbooks CRM + Wrike Integrations

How to connect Workbooks CRM + Wrike

Zapier lets you send info between Workbooks CRM and Wrike automatically—no code required.

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Supported triggers and actions

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How Workbooks CRM + Wrike Integrations Work

  1. Step 1: Authenticate Workbooks CRM and Wrike.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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Wrike Tutorials

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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.

Related categories

  • Website Builders
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wrike logo
wrike logo

About Wrike

Wrike is a flexible project management and collaboration platform that enables you to organize your projects, tasks, plans and discussions. It helps you sync your team’s efforts and track your work progress in real time.

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