- Welcome to the Knowledge Base
- Introduction
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Marketing
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- Using HubSpot with Workbooks
- Event Management
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Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
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GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
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Integrations
- Mapping
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- Creditsafe Integration
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
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- Posted Credit Note to Task
- QuickBooks Online
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- Multistep Zaps
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Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
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Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
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Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Comments
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- Snippets
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Reporting
- Introduction to Reporting
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Transaction Documents
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Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
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- Sagelink
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Introduction to Transaction Documents
- Auditing
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Configuration
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- Workbooks Glossary
GoToWebinar
GoToWebinar is a cloud-based platform used for delivering Webinar content. Using Workbooks Events, this integration can be used to streamline the process of reporting on your webinar delivery and its performance in Workbooks.
This integration allows you to carry out the following actions within the GoToWebinar platform, all from within Workbooks:
- Create, update or cancel Live & On Demand Webinars from Workbooks Events
- Create Workbooks Event Attendees as GoToWebinar Registrants
- Create Workbooks Event Speakers as GoToWebinar Panelists
- Synchronise Webinar Attendance, Questions and Performance Stats back to Workbooks after a Webinar has completed
NOTE: Whilst we provide the GoToWebinar integration capability for free, the purchase of additional licences for Workbooks Events is required. Please contact your Account Manager for further information in the first instance. A GoToWebinar licence is also required, which must be purchased directly from LogMeIn.