As a growing company, it's easy for valuable leads to slip through the cracks — not because your sales team isn't closing, but because they're overloaded with information. Workbooks CRM is designed especially for mid-sized and growing companies. You can run marketing campaigns, capture leads, manage a pipeline, process orders, and raise invoices all in a single platform. Plus, with custom reports and dashboards, you'll have all the insights needed to acquire, convert, and retain customers. Use Zapier to connect Workbooks CRM to the other apps you use to automate the tedious tasks in your sales pipeline, like task management, invoicing, and updating contacts.
Get started with these sample Zaps:
Try some pre-made Workbooks CRM integrations and learn more about how Workbooks CRM works with Zapier
Check out our Workbooks CRM help documentation for details on connecting your account and setting up your first Zap.
Or login and build a custom workflow with Workbooks CRM and Zapier
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