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Integrations

Get more of what you need by connecting Workbooks with other business applications.

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Workbooks CRM allows you to manage engagement, activities and transactions throughout the entire customer lifecycle. Providing this central view of customer interactions may involve exchanging data with other business systems such as your website, email, ERP database or accounting package for example. The more systems you connect, the more streamlined your activities and processes are. You also gain a more unified view of your business, which fosters better decision-making and enhances business strategy.

Our team has extensive experience in helping customers successfully integrate Workbooks CRM with hundreds of business applications and services, through a variety of ways – pre-built connectors/plug-ins, Web services API, integration platforms or Zaps – according to each customer’s business requirements, technical environment and budget.

You can explore below some of the most popular integrations.

Accounting

Ability to run credit checks against customers and prospects within Workbooks. Reduce risk and increase confidence.

Ability to run credit checks against customers and prospects within Workbooks. Reduce risk and increase confidence.

Send invoices, track expenses, manage your time, and collaborate on projects.

Send invoices, track expenses, manage your time, and collaborate on projects.

Easily collect direct debit payments from anywhere in the world and sync the information straight into Workbooks.

Easily collect direct debit payments from anywhere in the world and sync the information straight into Workbooks.

Push and pull invoice data. Report across system to see invoices while keeping finance data in Quickbooks.

Push and pull invoice data. Report across system to see invoices while keeping finance data in Quickbooks.

Push and pull invoice data. Report on invoices in Workbooks while keeping finance data in Reckon One.

Push and pull invoice data. Report on invoices in Workbooks while keeping finance data in Reckon One.

Synchronise orders, credit notes, new accounts and invoice information from Workbooks directly into Sage Line 50, Sage Line 100 and Sage Line 200.

Synchronise orders, credit notes, new accounts and invoice information from Workbooks directly into Sage Line 50, Sage Line 100 and Sage Line 200.

Workbooks is embedded within CCH with contact and organisation information synced between the two systems. More powerful reporting, better marketing and new business generation.

Workbooks is embedded within CCH with contact and organisation information synced between the two systems. More powerful reporting, better marketing and new business generation.

Push and pull invoice data. Keep finance data in xero and report in Workbooks.

Push and pull invoice data. Keep finance data in xero and report in Workbooks.

Calendar & Scheduling

Easy online appointment scheduling  for clients to book appointments, complete custom intake forms, and pay in advance 24/7.

Easy online appointment scheduling for clients to book appointments, complete custom intake forms, and pay in advance 24/7.

Connect employee scheduling, timesheets, tasking and communication platform to Workbooks.

Connect employee scheduling, timesheets, tasking and communication platform to Workbooks.

Organise your schedule and share events with co-workers. Keep track of your daily schedule.

Organise your schedule and share events with co-workers. Keep track of your daily schedule.

Schedule your resources, teams, equipment, rooms, and projects all in one place.

Schedule your resources, teams, equipment, rooms, and projects all in one place.

Schedule, dispatch and track your fleet in one place.

Schedule, dispatch and track your fleet in one place.

Contact Management

Enrich information held for people and businesses within Workbooks with data gathered from public sources.

Enrich information held for people and businesses within Workbooks with data gathered from public sources.

Google Contacts integrates with Workbooks to let you keep track of all your contacts, see when you last interacted with them etc.

Google Contacts integrates with Workbooks to let you keep track of all your contacts, see when you last interacted with them etc.

Lookup and locate customer addresses directly within Workbooks, ensuring data is correct and accurate.

Lookup and locate customer addresses directly within Workbooks, ensuring data is correct and accurate.

MagneticOne Mobile allows you to turn photos of business cards into Sales Leads in Workbooks.

MagneticOne Mobile allows you to turn photos of business cards into Sales Leads in Workbooks.

Automatically sync and update your Workbooks and Google Contacts.

Automatically sync and update your Workbooks and Google Contacts.

Customer Support

Integrate your customer communication platform to enables targeted communication on your website, inside your web and mobile apps, and by email.

Integrate your customer communication platform to enables targeted communication on your website, inside your web and mobile apps, and by email.

Manage a service or repair business with job tracking (ticketing).

Manage a service or repair business with job tracking (ticketing).

Push and pull information from Case Records in Workbooks to tickets within Zendesk and drive a single customer view.

Push and pull information from Case Records in Workbooks to tickets within Zendesk and drive a single customer view.

Databases

Organise anything with Airtable, from sales leads to holiday planning to inventory management.

Organise anything with Airtable, from sales leads to holiday planning to inventory management.

Export data from any view within Workbooks as a CSV, this data can then be transformed and loaded into almost any other platform.

Similarly any CSV can be loaded into Workbooks to create or update records of almost any type.

Export data from any view within Workbooks as a CSV, this data can then be transformed and loaded into almost any other platform.

Similarly any CSV can be loaded into Workbooks to create or update records of almost any type.

Build online databases and applications.

Build online databases and applications.

Customers can use Microsoft’s SQL Server to push data from software applications into Workbooks CRM.

Customers can use Microsoft’s SQL Server to push data from software applications into Workbooks CRM.

MySQL is a widely used database management system, MySQL powers many platforms and websites including Workbooks CRM, Facebook, Google, Drupal and WordPress.

MySQL is a widely used database management system, MySQL powers many platforms and websites including Workbooks CRM, Facebook, Google, Drupal and WordPress.

Developer Tools

Can be used to provide single sign on (and increased security) to users within Workbooks. Workbooks provides the ability to create user profiles that allow for automatic provisioning of new users that are controlled within AD.

Can be used to provide single sign on (and increased security) to users within Workbooks. Workbooks provides the ability to create user profiles that allow for automatic provisioning of new users that are controlled within AD.

GitHub is the perfect place to share code and work collaboratively on private and open source software.

GitHub is the perfect place to share code and work collaboratively on private and open source software.

Instantly connect Workbooks CRM with 1,500+ apps to automate your work and improve productivity.

Instantly connect Workbooks CRM with 1,500+ apps to automate your work and improve productivity.

Document Management

Create a folder structure within Box directly from a record within Workbooks. Folder views can be embedded within tabs on records.

Create a folder structure within Box directly from a record within Workbooks. Folder views can be embedded within tabs on records.

Generate PDFs, DOCX files, contracts, invoices and more.

Generate PDFs, DOCX files, contracts, invoices and more.

Store your files online, sync them to all your devices, and share them easily.

Store your files online, sync them to all your devices, and share them easily.

Sign in to Workbooks through Google single sign on. This lets you create Google Docs directly within Workbooks and store them against records such as notes.

Sign in to Workbooks through Google single sign on. This lets you create Google Docs directly within Workbooks and store them against records such as notes.

Create folders on OneDrive from a trigger within Workbooks CRM.

Create folders on OneDrive from a trigger within Workbooks CRM.

Capture and save ideas, images, audio recordings, and anything else you need to remember.

Capture and save ideas, images, audio recordings, and anything else you need to remember.

Create, send, track, and eSign client-facing documents designed to win more business.

Create, send, track, and eSign client-facing documents designed to win more business.

SharePoint as part of the Office 365 suite. Create “Sites”, which can be used for sharing content and documents.

SharePoint as part of the Office 365 suite. Create “Sites”, which can be used for sharing content and documents.

Email

Send Emails from Workbooks through Gmail. Gmail emails can also be synced back to Workbooks through Dropbox.

Send Emails from Workbooks through Gmail. Gmail emails can also be synced back to Workbooks through Dropbox.

Integrate with Word, Excel, Power BI and Outlook and move files between Workbooks and your device.

Integrate with Word, Excel, Power BI and Outlook and move files between Workbooks and your device.

Synchronise emails, meetings, contacts and tasks between your email provider and Workbooks.

Synchronise emails, meetings, contacts and tasks between your email provider and Workbooks.

ERP

Keep on top of complex resource planning needs with all data fed to and from Workbooks CRM.

Keep on top of complex resource planning needs with all data fed to and from Workbooks CRM.

Enable mobile data collection to optimise your warehouse and manufacturing operations with all data shared with Workbooks CRM.

Enable mobile data collection to optimise your warehouse and manufacturing operations with all data shared with Workbooks CRM.

Microsoft Dynamics NAV offers mid-sized organisations specialised functionality for manufacturing, distribution, government, retail, and other industries.

Microsoft Dynamics NAV offers mid-sized organisations specialised functionality for manufacturing, distribution, government, retail, and other industries.

Manage and monitor operations effectively and efficiently.

Manage and monitor operations effectively and efficiently.

Manage your manufacturing and supply chain on the go, with all data fed back into Workbooks CRM for a 360 degree view of your business.

Manage your manufacturing and supply chain on the go, with all data fed back into Workbooks CRM for a 360 degree view of your business.

Streamline operations and manage with insight with all data fed back into Workbooks CRM for a 360 degree view of your business.

Streamline operations and manage with insight with all data fed back into Workbooks CRM for a 360 degree view of your business.

SAP ERP is designed to support and integrate business processes.

SAP ERP is designed to support and integrate business processes.

Event Management

Create and update campaign memberships, create tasks for new and existing sales leads from EventBrite for better management and tracking.

Create and update campaign memberships, create tasks for new and existing sales leads from EventBrite for better management and tracking.

Pull Event information from Event HQ directly into Workbooks Campaigns.

Pull Event information from Event HQ directly into Workbooks Campaigns.

Handle registration, attendance etc with all data fed straight into Workbooks.

Handle registration, attendance etc with all data fed straight into Workbooks.

Set up, manage and deliver online webinars easily with full integration with Workbooks including communication workflows.

Set up, manage and deliver online webinars easily with full integration with Workbooks including communication workflows.

Run effective webinar with data flowing back and forth between workbooks and On24 for a superior customer experience.

Run effective webinar with data flowing back and forth between workbooks and On24 for a superior customer experience.

Marketing Automation

Seamlessly create beautiful and engaging emails, send them to your segmented subscribers, and see activity in real time.

Seamlessly create beautiful and engaging emails, send them to your segmented subscribers, and see activity in real time.

provides professional email marketing.

provides professional email marketing.

Create Campaigns and Lists from Workbooks in Campaign Master to allow for the sending of relevant and targeted campaigns. Results are synced back into CRM.

Create Campaigns and Lists from Workbooks in Campaign Master to allow for the sending of relevant and targeted campaigns. Results are synced back into CRM.

Send beautiful emails, manage lists and subscribers, and track the results of your campaigns.

Send beautiful emails, manage lists and subscribers, and track the results of your campaigns.

Create beautiful landing pages and complete marketing funnels that integrate with your data in Workbooks.

Create beautiful landing pages and complete marketing funnels that integrate with your data in Workbooks.

Email marketing tool leveraging data from Workbooks CRM.

Email marketing tool leveraging data from Workbooks CRM.

Create Campaigns and Lists from Workbooks in dotmailer to send targeted campaigns. Results are synced back from DotDigital to Workbooks Marketing Campaigns.

Create Campaigns and Lists from Workbooks in dotmailer to send targeted campaigns. Results are synced back from DotDigital to Workbooks Marketing Campaigns.

Create and manage leads within Workbooks from HubSpot activity, incl. lead tracking from the website. Further integration with Hubspot CRM is also available through Zapier, such as creating cases, creating / updating contacts and organisations and so on.

Create and manage leads within Workbooks from HubSpot activity, incl. lead tracking from the website. Further integration with Hubspot CRM is also available through Zapier, such as creating cases, creating / updating contacts and organisations and so on.

Marketing automation platform leveraging data from Workbooks CRM for effective targeting and results tracking.

Marketing automation platform leveraging data from Workbooks CRM for effective targeting and results tracking.

See the business information and website visitor details that are visible from within your Lead Forensics portal, from inside Workbooks CRM.

See the business information and website visitor details that are visible from within your Lead Forensics portal, from inside Workbooks CRM.

Create Campaigns and Lists from Workbooks in Mailchimp to send targeted campaigns. Results are synced back from Mailchimp to Workbooks Marketing Campaigns.

Create Campaigns and Lists from Workbooks in Mailchimp to send targeted campaigns. Results are synced back from Mailchimp to Workbooks Marketing Campaigns.

Send emails to Mailparser, get structured data in return. Leads, Contact Forms, eCommerce, Shipping Notes, Attachments, Customer Info & more.

Send emails to Mailparser, get structured data in return. Leads, Contact Forms, eCommerce, Shipping Notes, Attachments, Customer Info & more.

When a new lead is created in Marketo Workbooks can automatically create a new Person or Lead allowing you to seamlessly record all interactions.

When a new lead is created in Marketo Workbooks can automatically create a new Person or Lead allowing you to seamlessly record all interactions.

Capture subscribers, create emails and send and track the results in real time.

Capture subscribers, create emails and send and track the results in real time.

Leverage Workbooks CRM data for your marketing.

Leverage Workbooks CRM data for your marketing.

 email infrastructure that connect to Workbooks data.

email infrastructure that connect to Workbooks data.

Powerful, affordable marketing tools for marketing agencies and SMBs.

Powerful, affordable marketing tools for marketing agencies and SMBs.

A native integration within Workbooks for Marketing Automation. Create Campaigns send targeted campaigns and review results from within Workbooks CRM.

A native integration within Workbooks for Marketing Automation. Create Campaigns send targeted campaigns and review results from within Workbooks CRM.

Find sales leads by utilizing big data.

Find sales leads by utilizing big data.

Phone Systems

Integrate your phone system with Workbooks allowing all communications to be stored in one place.

Integrate your phone system with Workbooks allowing all communications to be stored in one place.

Easily fire off an SMS or Call. You can trigger events when your phone number is called or texted as well.

Easily fire off an SMS or Call. You can trigger events when your phone number is called or texted as well.

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

click to dial, screen popping and call ID.

click to dial, screen popping and call ID.

click to dial, screen popping and call ID.

click to dial, screen popping and call ID.

Send and receive SMS and voice calls.

Send and receive SMS and voice calls.

Send and receive SMS, voice calls, send email and direct mail.

Send and receive SMS, voice calls, send email and direct mail.

Send and receive texts to and from an existing landline or toll free number.

Send and receive texts to and from an existing landline or toll free number.

Project Management

For service desk, CRM, projects, time and expense, billing and more.

For service desk, CRM, projects, time and expense, billing and more.

Workbooks users can integrate with Basecamp to push/pull messages to or from Workbooks activities.

Workbooks users can integrate with Basecamp to push/pull messages to or from Workbooks activities.

Voice, video, screen share, chat, and file sharing.

Voice, video, screen share, chat, and file sharing.

Resource planning and scheduling service with timesheets and dynamic reporting.

Resource planning and scheduling service with timesheets and dynamic reporting.

iAuditor give you real-time visibility across your entire operation with all data sent directly into Workbooks.

iAuditor give you real-time visibility across your entire operation with all data sent directly into Workbooks.

Push and pull information from Case Records in Workbooks to tickets within JIRA for a single customer view.

Push and pull information from Case Records in Workbooks to tickets within JIRA for a single customer view.

monday.com helps you move projects forward fast, letting everyone know what’s been done on a task—and what needs finishing right now.

monday.com helps you move projects forward fast, letting everyone know what’s been done on a task—and what needs finishing right now.

Easily organise and run all your processes in one place and get all details straight into Workbooks.

Easily organise and run all your processes in one place and get all details straight into Workbooks.

Team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search.

Team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search.

field service app and small business management platform to track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports etc.

field service app and small business management platform to track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports etc.

Online task management app and todo list.

Online task management app and todo list.

Customer Engagement Management platform.

Customer Engagement Management platform.

Team collaboration tool that lets you organise anything and everything to keep your projects on task.

Team collaboration tool that lets you organise anything and everything to keep your projects on task.

Project management and collaboration platform that helps you sync your team’s efforts and track your work progress in real time.

Project management and collaboration platform that helps you sync your team’s efforts and track your work progress in real time.

Online project management app that helps you plan your work and keep track of your progress.

Online project management app that helps you plan your work and keep track of your progress.

Quotes & Contracts

Send documents from Workbooks to Adobe Sign for electronic signature – results are brought back into Workbooks so you can review a signed document at any time.

Send documents from Workbooks to Adobe Sign for electronic signature – results are brought back into Workbooks so you can review a signed document at any time.

Send Proposals and view updates live within Workbooks, create Orders from signed or paid for proposals.

Send Proposals and view updates live within Workbooks, create Orders from signed or paid for proposals.

Sign, fill out, send, retrieve, and save documents paperlessly.

Sign, fill out, send, retrieve, and save documents paperlessly.

Xait CPQs technology is fully integrated into the Workbooks platform, enabling you to manage complex pricing and configuration from Opportunities, Quotations or Order records.

Xait CPQs technology is fully integrated into the Workbooks platform, enabling you to manage complex pricing and configuration from Opportunities, Quotations or Order records.

Reduce time and labour costs by sending out documents for digital signature (works with all transactions as well as Cases, People and Organisations), also includes a payment gateway to allow for immediate invoice payment.

Reduce time and labour costs by sending out documents for digital signature (works with all transactions as well as Cases, People and Organisations), also includes a payment gateway to allow for immediate invoice payment.

Online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Social Media

Store Facebook profile information in Workbooks, often automatically populated using our Enrich capability. Connect Workbooks to Facebook Adverts via Zapier and collect leads directly into Workbooks.

Store Facebook profile information in Workbooks, often automatically populated using our Enrich capability. Connect Workbooks to Facebook Adverts via Zapier and collect leads directly into Workbooks.

Integrating LinkedIn with Workbooks CRM can help grow your sales pipeline and update leads and opportunities with extra information.

Integrating LinkedIn with Workbooks CRM can help grow your sales pipeline and update leads and opportunities with extra information.

By integrating Twitter with Workbooks CRM leads can automatically be created when someone new follows you.

By integrating Twitter with Workbooks CRM leads can automatically be created when someone new follows you.

Surveys

Measure customer happiness.

Measure customer happiness.

Collect genuine, verified customer feedback.

Collect genuine, verified customer feedback.

Pull survey information from Survey Monkey to Workbooks, allow teams to monitor customer satisfaction, NPS and other key metrics held in one convenient place.

Pull survey information from Survey Monkey to Workbooks, allow teams to monitor customer satisfaction, NPS and other key metrics held in one convenient place.

Collect and distribute location-based information in real time and alert people when important things happen near them.

Collect and distribute location-based information in real time and alert people when important things happen near them.

Web & CMS

Quickly build a form, include it on their website, and start capturing entries without having to do any development.

Quickly build a form, include it on their website, and start capturing entries without having to do any development.

Build custom forms that let you collect data your way and feed into Workbooks CRM.

Build custom forms that let you collect data your way and feed into Workbooks CRM.

Create your own mobile forms. Instantly transmit your data to Workbooks CRM.

Create your own mobile forms. Instantly transmit your data to Workbooks CRM.

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Build forms faster than ever, with powerful widgets and a responsive editor that works offline.

Build forms faster than ever, with powerful widgets and a responsive editor that works offline.

Easily create and manage HTML forms.

Easily create and manage HTML forms.