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Zapier: Integration made simple

Zapier logoEvery team in a business has different goals and requires specific tools to achieve these goals. This can mean that valuable business data get spread across many different applications. Your business can greatly benefit from having data stored in the same place – ie if CRM becomes the hub for your valued information. And this is very easy to do once you start integrating your CRM with other applications.

At Workbooks we are big fans of Zapier as an approach to integration. And as we encourage customers to look at automation and new ways to improve productivity, we feel that Zapier offers a great way to efficiently connect the apps they use.

It lets customers easily move and automatically share their data, plug information leaks, and automate otherwise tedious tasks. It offers flexibility and a nimble approach to address business needs quickly and effectively.

Why should you integrate Workbooks CRM with your other apps?

    1. Automate manual tasks and streamline workflows

asset-43.pngIf there are tasks that you repeat day in day out, integrations will save you time and resources. They can also help to ensure that the data is in a consistent format; the same steps are followed each time, and the same information is completed, meaning that you have to spend less time checking that everything is correct – enabling you to spend more time on other tasks.

your Sales team can spend more time selling rather than doing admin, your Marketing team can spend more time writing content rather than moving Leads from one system to another, and your Managers can spend more time working with the data and analysing the success of their team.

    1. Keep everyone in the loop

asset-29.pngYou can use an integration to copy records into one system as soon as they are completed in another, or to make sure that certain steps are followed as soon as certain criteria are met. This helps your teams to stay informed and allows them to act sooner. For example; if an Invoice is created in your Accounting Software as soon as it is posted in Workbooks, your Finance team are able to process it there and then, rather than waiting until someone gets around to manually copying everything across.

    1. Keep an overview of all of your data in one system

asset-22.pngIf you have the data from all of your teams in one place, you can start to build more informative reports and see the bigger picture of how well the company is running. You can start to see how well things move between the different teams, see which parts of your processes are working well and where you are being let down. Then you can be better at knowing where to focus your energy and start to make smarter business decisions.

Why use Zapier for integrating Workbooks with your other apps?

Zapier is a platform that allows you to easily connect with over 750 available apps. It is simple and fast to set up integrations, which Zapier call Zaps, and you don’t need a developer or any knowledge of programming to be able to do so. You simply tell Zapier which Apps you want to integrate, the event that will ‘Trigger’ the integration process, and the ‘Action’ that should happen as a result.

Workbooks can easily integrate with other apps using Zapier. For more information about how this works, look at our Zapier Knowledge Base page.

We’ve set up Templates of tried and tested integrations to get you started:

Workbooks Invoices to Xero:

When an Invoice is Posted in Workbooks, this Zap will copy the Invoice and all of the Line Item information across to Xero.

Workbooks Cases to Basecamp:

This Zap will automatically create a new Project in Basecamp when a new Case is created in Workbooks. You can apply filters to the Zap so that it only creates a Basecamp Project if the Case is a specific Type or assigned to a particular Queue.

Wufoo Form Entry to new Workbooks Sales Lead:

Rather than having to export all of your Wufoo Form Entries and import them into Workbooks, this Zap will create a Lead in Workbooks as soon as a Form is completed, allowing your Team to follow up with them faster.

Eventbrite Attendee to Workbooks Sales Lead and Task

This Zap creates a new Sales Lead if it does not find an existing one, and then creates an Activity to log the information about when the Lead signed up for the Event and which Event they signed up for. This makes it easier for you to track where your Leads are coming from and report on the Events are of the most interest.

Future plans

We are constantly building new Zap Templates and providing ideas for how customers could be automating their workflows. The sky is the limit!

Workbooks offer choice and flexibility to drive business success.

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Can I mix and match licences

The CRM Success for Accounting programme is designed to help Accountancy firms take their first step into Client Relationship Management (CRM).

Based on years of experience helping professional services firms with CRM deployments, the programme delivers a best practice approach to implementing CRM for marketing and business development teams in less than one month.

CRM Success for accounting

The CRM Success for Accounting programme is designed to help Accountancy firms take their first step into Client Relationship Management (CRM).

Based on years of experience helping professional services firms with CRM deployments, the programme delivers a best practice approach to implementing CRM for marketing and business development teams in less than one month.

Improve new business development image

Improve new business development

In order to be successful at developing your practice, you need to attract and develop new clients. You need easy access to real-time information, deep customer insights and the tools to close and onboard a new client, quickly and efficiently.

Workbooks CRM provides a 360-degree view of your prospects and clients. You can track and analyse all of the interactions and transactions you have had and the outcomes of those.

Let's Talk
Sell more to existing clients image

Sell more to existing clients

How can you leverage the wealth of financial and historical data you have for your existing clients in order to identify and drive cross-sell opportunities? How do you get the right visibility and insights?

Workbooks CRM offers an outstanding cross-selling platform, providing great visibility of what services have been sold to existing clients.

Let's Talk

Get started for as little as £25 a month!

Whatever your business needs, we have a solution for you.

Standard Edition £25

per user per month billed annually

  • Sales Management
  • Marketing Management
  • Customer Service Management
  • Order Management
Compare full features
Business Edition £55

per user per month billed annually

  • Sales Management
  • Marketing Management
  • Customer Service Management
  • Order Management
Compare full features
Did you know?

You can mix and match editions of Workbooks so you only pay for what you need.

Let's Talk

How Workbooks Helped Our Customers

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We inspire users through education & training

To help you and your team get the most out of Workbooks we have developed:

A Knowledge base

Where you’ll find information on how best to use and configure the Workbooks applications to meet your goals.

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Unique to workbooks! Training videos

Showing you how to use different aspects of the functionality, depending on your job role. New videos are added regularly.

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Training courses

Showing you how to use different aspects of the functionality, depending on your job role. New videos are added regularly.

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Training courses

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Find Out More

Get started for as little as £25 a month!

Whatever your business needs, we have a solution for you.

Standard Edition £25

per user per month billed annually

  • Sales Management
  • Marketing Management
  • Customer Service Management
  • Order Management
Compare full features
Business Edition £55

per user per month billed annually

  • Sales Management
  • Marketing Management
  • Customer Service Management
  • Order Management
Compare full features
Did you know?

You can mix and match editions of Workbooks so you only pay for what you need.

Let's Talk

4.4 out of 5 (106 reviews)

Top 20 CRM 2020 Top 20 CRM 2020

4.3 out of 5 (106 reviews)

High Performer Summer 2022 High Performer Summer 2022

4.2 out of 5 (527 reviews)

A PARTNER, NOT A PURCHASE

CRM is a journey, and we’re with you every step of the way.

Our Shared Success approach reduces the risk of your CRM project failing and reduces the cost of implementation in three ways:

  • We help you understand what you need from CRM software to achieve your business goals with a co-funded workshop before you invest in software
  • When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price
  • And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you

That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

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Over 1400 customers trust workbooks to run their business.

Why not join them? Try the best cloud CRM software for your business, free for 30 days.No commitment, no credit card required. Questions? Talk to our friendly team on +44 0118 3030 100

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  • We’ll help you crystallise what success looks like for your business and define the outcomes that are most important to you.
  • You‘ll be able to leverage our technical architects and engineers to build specific automations or integrations to external systems that fit perfectly around your business processes and help streamline operations.
  • You’ll be able to tap into our in-depth knowledge, experience and best practices.
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You‘ll be able to leverage our technical architects and engineers to build specific automations or integrations to external systems that fit perfectly around your business processes and help streamline operations.

Mr Joe Bloggs, CEO

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Evolve or be left behind

The accounting sector is undergoing dramatic changes. Downwards price pressures and commoditisation of compliance services, digital transformation, increased competition and clients’ changing expectations are shaking up the profession.

Forward thinking practices have realised that they must evolve and innovate if they are to survive and flourish in this new commercial landscape. They are implementing new business development models as traditional methods of network expansion are becoming harder to employ.

They efficiently attract new clients but also maximise the opportunities that exist within their client base They diversify their services and leverage technologies in order to achieve greater efficiency and drive a sustainable competitive advantage.

CRM can be the catalyst for change, underpinning the development and promotion of a sales culture across the firm and enabling best practices in generating new business and cross-sell revenue.

Evolve or be left behind

The accounting sector is undergoing dramatic changes. Downwards price pressures and commoditisation of compliance services, digital transformation, increased competition and clients’ changing expectations are shaking up the profession.

Forward thinking practices have realised that they must evolve and innovate if they are to survive and flourish in this new commercial landscape. They are implementing new business development models as traditional methods of network expansion are becoming harder to employ.

They efficiently attract new clients but also maximise the opportunities that exist within their client base They diversify their services and leverage technologies in order to achieve greater efficiency and drive a sustainable competitive advantage.

CRM can be the catalyst for change, underpinning the development and promotion of a sales culture across the firm and enabling best practices in generating new business and cross-sell revenue.

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CRM can be the catalyst for change, underpinning the development and promotion of a sales culture across the firm and enabling best practices in generating new business and cross-sell revenue.

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CRM can be the catalyst for change, underpinning the development and promotion of a sales culture across the firm and enabling best practices in generating new business and cross-sell revenue.

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Joe Bloggs Chief Marketing Officer
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Joe Bloggs profile
Joe Bloggs Chief Marketing Officer

Our Professional Services team can guide you through the process of setup and implementation, integrations with other business applications etc. to ensure you realise the full potential of your investment in CRM.

During implementation, our seasoned consultants will work with your project team to create deployment plans aimed at accelerating Time to Value.

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Licence Cost
Entry level pricing for CRM edition, which includes sales and customer support, starts at £22 per user per month. Order processing & invoicing is included in our Business edition at £50 per user per month.
Salesforce’s entry level pricing starts at £60 per user per month, nearly 3x the price of Workbooks CRM edition, despite offering similar functionality. This rises to £120 for the Enterprise Licences, which includes functionality that is standard in both Workbooks CRM and Business editions. And if you want to do invoicing in Salesforce, you need to buy third party plug-ins or build it yourself.
Sales & Service Functionality
Workbooks CRM edition includes both sales and support functionality in the same licence.
Salesforce requires you to buy both, so if you want the Professional edition for Sales and Service Cloud, it increases to £80 or £140 for Enterprise.