Workbooks CRM + Exact Online Integration

In order to keep your accounting and customer records in sync, when you create a contact in Workbooks CRM, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Workbooks CRM and Exact Online!

If you are using Exact Online, then you may want to also use Workbooks CRM to manage your customer relationships. With the help of this automation, whenever you create a contact in Exact Online, a corresponding contact will be created in Workbooks CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

With the growth of Exact Online, many companies are looking for ways to connect their Exact Online account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Workbooks CRM every time a contact is created in Exact Online.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.