- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- 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?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
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
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Setting up the Integration
Prerequisite: You will require a GatorMail licence in order to follow these steps. If you do not have this licence and are interested in using GatorMail, please contact sales@workbooks.com.
GatorMail Setup
Support will be notified when the GatorMail licence has been added to your Contract. They will need to know the domain you will be using within GatorMail (this is normally different from your main business domain). For example, our website domain is www.workbooks.com, and is the domain we use to send all business communication through, however we send marketing communication from workbooks-crm.com - this is common practice and one of the main reasons for this is to avoid getting your main domain blacklisted in error.
If you don’t have a domain that you use, then one can be supplied to you from CommuniGator. The format would generally be companyname.cgml2.com, so if you would prefer to have a different format, then you would need to purchase a new domain name. In some cases, it may be better to use a new domain name, and this is because your old one may be picked up by spam filters regularly. You can check the score for your domain name using a number of online sender reputation measurement tools, such as www.senderscore.org, that can advise you on your domains current reputation.
Linking your GatorMail Account with Workbooks
Once your GatorMail account has been set up, the Workbooks Database and GatorMail account will be linked via an API key. Support will generate one of these for you and send across to CommuniGator to link up your database to your account.
The API Key will be set up with the minimum Capabilities required for the integration to work (i.e. not unrestricted). These Capabilities are as per the screenshot below;