CRM Integrations

Sage Integration 

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Mailchimp Integration

SageLink enables users of Workbooks to synchronise orders, credit notes, new accounts and invoice information from Workbooks directly with Sage Line 50 & Sage Line 200, via the Workbooks API.

MailChimp Integration

The MailChimp integration enables users to synchronise records between Workbooks and MailChimp automatically, allowing users to effectively target their Workbooks contacts using MailChimp's powerful email marketing tools.

All MailChimp activities, including e-mail opens and click throughs are all stored in Workbooks, against the relevant person or lead record. The connector also synchronises the records between the two systems, so if a contact unsubscribes in one, it is reflected in the other.

Google Apps Integration

Google Apps integration enables users to seamlessly create Google docs, including spreadsheets, word documents and presentations from within Workbooks, and link these to specific records.

Users are able to merge in content from Workbooks straight into Google Docs, providing the flexibility to create their own HTML templates for nearly every type of record, including quotes, orders and invoices. 

Outlook Connector

The Workbooks Outlook Connector is a plug-in application for Microsoft Outlook which synchronises key information, including Emails, Contacts and Tasks between Outlook and Workbooks.

Users can work within either system to create and amend contact and meeting records, and following a synchronisation, the information will be reflected in both.

The Outlook Connector enables you to define rules to control which records are synchronised, and how often, and performs the synchronisation as a background task, ensuring your Outlook database is always up to date.