Website Builders > Workbooks CRM
Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.
Website Builders
Workbooks CRM
Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
Marketing Campaign Assigned To
Returns assignees for camapigns for use in dynamic dropdowns.
Campaign Membership Status
Returns campaign membership status for use in dynamic dropdowns.
Campaign Status
Returns campaign status for use in dynamic dropdowns.
Marketing Campaign Type
Returns campaign types for use in dynamic dropdowns.
Case Assigned To
Returns available case assignees for use in dynamic dropdowns.
Case Contact
Returns available case contacts for use in dynamic dropdowns.
Case Priority
Returns case priotity for use in dynamic dropdowns.
Case Product Category
Returns case product categories for use in dynamic dropdowns.
Case Resolution Status
Returns case resulution for use in dynamic dropdowns.
Case Source
Returns case source for use in dynamic dropdowns.
Case Status
Returns case status for use in dynamic dropdowns.
Case Type
Returns case type for use in dynamic dropdowns.
Country
Returns countries for use in dynamic dropdowns.
Employer
Returns eployers for use in dynamic dropdowns.
Industry
Returns industries for use in dynamic dropdowns.
Job Role
Returns job roles for use in dynamic dropdowns.
Lead Source Type
Returns lead source for use in dynamic dropdowns.
Marketing Campaign
Returns available marketing campaigns for use in dynamic dropdowns.
New Case
Triggers when a new case is created.
New Organisation
Triggers when a new organisation is created.
New Person
Triggers when a new person is created.
New Sales Lead
Triggers when a new sales lead is created.
Organisation Assigned To
Returns assignees for organisations for use in dynamic dropdowns.
Organisation Category
Returns organisation categories for use in dynamic dropdowns.
Personal Title
Returns personal titles for use in dynamic dropdowns.
Person Assigned To
Returns assignees for people for use in dynamic dropdowns.
Person
Returns people for use in dynamic dropdowns.
Posted Credit Note
Triggers when a credit note is posted.
Posted Invoice
Triggers when an invoice is complete and its status posted.
Preferred Language
Returns languages for use in dynamic dropdowns.
Sales Lead Assigned To
Returns assignees for sales leads for use in dynamic dropdowns.
Sales Lead Rating
Returns sales lead rating types for use in dynamic dropdowns.
Sales Lead Status
Returns sales lead status for use in dynamic dropdowns.
Special Requirements
Returns special requirements for use in dynamic dropdowns.
Task Priority
Returns task priorities for use in dynamic dropdowns.
Task Status
Returns task status for use in dynamic dropdowns.
Task Type
Returns task types for use in dynamic dropdowns.
Task Assigned To
Returns assignees for tasks for use in dynamic dropdowns.
Task Contact
Returns available task contacts for use in dynamic dropdowns.
Test Trigger
A test trigger used by Zapier when testing authentication. Should be hidden from end users.
Create Marketing Campaign Member
Adds a new member to a Marketing Campaign.
Create Marketing Campaign Status
Adds a new status to a Marketing Campaign.
Create Case
Creates a new case.
Create Marketing Campaign
Creates a new Marketing Campaign.
Create Organisation
Creates a new organisation.
Create Person
Creates a new person.
Create Sales Lead
Creates a new sales lead.
Create Task
Creates a new task.
Update Marketing Campaign Member
Update an existing member of a Marketing Campaign.
Find a Marketing Campaign
Find a marketing campaign.
Find a Marketing Campaign Member
Find a marketing campaign member.
Find a Marketing Campaign Status
Find a marketing campaign status.
Find an Organisation
Find an organisation.
Find a Person
Find a person.
Find a Sales Lead
Find a sales lead.
Find or Create a Marketing Campaign
Finds or creates a specific find marketing campaign.
Find or Create a Marketing Campaign Member
Finds or creates a specific find marketing campaign member.
Find or Create a Marketing Campaign Status
Finds or creates a specific find marketing campaign status.
Find or Create an Organisation
Finds or creates a specific find organisation.
Find or Create a Person
Finds or creates a specific find person.
Find or Create a Sales Lead
Finds or creates a specific find sales lead.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
