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.