Project Description

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Zapier allows you to instantly connect Workbooks CRM with 1,500+ apps to automate your work and improve productivity.

What is Zapier?

An integration platform that allows web services and apps to integrate with each other. Over 1,500 services are now available via the platform (including Twitter, Eventbrite, Linkedin and Survey Monkey) with more being added almost daily. With Workbooks being available in Zapier, this means any listed app can easily be connected and integrated with Workbooks. As you can imagine, this makes the integration possibilities with Workbooks almost limitless.

How do i get started?

We already have Zap Templates available. We recommend that you read our Setting up Zaps page to find documentation for each of these, and to learn how to set up Zaps with Workbooks. You do not need a Zap Template to set up an integration, but if there is one available it can greatly speed up the process.

For more information on Workbooks and Zapier, https://zapier.com/app-directory/workbooks/integrations