Workbooks CRM
WordPress

Workbooks CRM + WordPress Integration

Connect Workbooks CRM with WordPress in a few clicks

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WordPress + Workbooks CRM Integration

Create Workbooks CRM contact for new WordPress user

If you're a business owner who uses WordPress to manage your website and Workbooks CRM to manage your customer data, you may be wondering how to get the two systems to work together. One way to do this is by using this integration that allows you to create contact in Workbooks CRM automatically every time a new user is added in WordPress.

Creating contact in Workbooks CRM this way is a great way to track website activity and engagement by each contact.
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WordPress + Workbooks CRM Integration

Create Workbooks CRM task for new WordPress post

Workbooks CRM and WordPress are both incredibly powerful tools on their own, but when you put them together, they're a force to be reckoned with.

When you create a post in WordPress, this integration will automatically create a task in Workbooks CRM so you can keep track of what you need to do.

This can help ensure that your post are properly prioritized and that you don't forget any important steps.
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