Workbooks CRM + MemberPress Integration

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

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.

If you use MemberPress as your bookkeeping software, there's an easy way to create task in Workbooks CRM. With the help of this automation, whenever you create a new order in MemberPress, a task will automatically be created in Workbooks CRM for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!