Add tasks for new or existing leads in Workbooks CRM when new attendees register for an event on Eventbrite

Find yourself spending too much time adding leads and associated action items to your CRM by hand? Now with the help of Zapier, the tedious work is done for you. Whenever someone registers for your event on Eventbrite, this integration will either find a matching lead on Workbooks CRM or create a new one if none is present, automatically adding a task associated with them as well so you can follow up and engage with everyone without fear of missing a single opportunity.

Note: See this Workbooks Knowledge Base page for more information about this integration.

How this Eventbrite-Workbooks CRM integration works:

  1. A new attendee registers for an event in Eventbrite
  2. Zapier searches for a Sales Lead in Workbooks, and creates a new one if it does not exist
  3. Zapier creates a new task against that sales lead in Workbooks

Apps involved

  • Eventbrite
  • Workbooks
Add tasks for new or existing leads in Workbooks CRM when new attendees register for an event on Eventbrite
Eventbrite integration logo

Eventbrite is an event management tool that makes it simple to create, manage, promote, and sell out your event.

Workbooks CRM integration logo

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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