Stripe
Workbooks CRM

Stripe + Workbooks CRM Integration

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Stripe + Workbooks CRM Integration

Create Workbooks CRM contact from new Stripe charge

If you've been using Stripe to power your online payments, you'll be happy to know that integration with Workbooks CRM will make it even easier for you to keep track of your payments and contact.

With this integration, when a charge is added in Stripe, a contact will automatically be created in Workbooks CRM. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Stripe and Workbooks CRM, be sure to check it out!
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Stripe + Workbooks CRM Integration

Create Workbooks CRM task for new Stripe charge

If you're using Stripe to process your payments, you can easily create task in Workbooks CRM for each charge. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

Creating a task for each charge will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your Stripe and Workbooks CRM accounts, and we'll take care of the rest!
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