Adobe Commerce (Magento) + Workbooks CRM Integration

Connect Adobe Commerce (Magento) to Workbooks CRM in 1 click

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1.
  • Adobe Commerce (Magento)
    Order is created in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Order is updated in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Customer is created in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Sales order invoice is created in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Product is created in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Sales order shipment is created in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Sales order credit memo is created in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Customer group is created in Adobe Commerce (Magento)
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    Invoice is complete and its status is posted in Workbooks CRM Instant
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    Product is created in Workbooks CRM Instant
  • Workbooks CRM
    Meeting is created in Workbooks CRM Instant
  • Workbooks CRM
    Marketing campaign is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
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2.

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Ready Workflows Ready Workflows   for Adobe Commerce (Magento) + Workbooks CRM Integration

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Most popular automationsmost-popular-automations
Workbooks CRM + Adobe Commerce (Magento) Integration

Create Adobe Commerce (Magento) customer for new Workbooks CRM contact

Creating a new Adobe Commerce (Magento) customer for every new Workbooks CRM contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Workbooks CRM - Adobe Commerce (Magento) integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Adobe Commerce (Magento) and Workbooks CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Adobe Commerce (Magento) + Workbooks CRM Integration

Create Workbooks CRM contact from new Adobe Commerce (Magento) customer

If you're an ecommerce business owner who uses Adobe Commerce (Magento) to power your online store, you'll be happy to know that when a new contact is created in Workbooks CRM, this automation will automatically create a customer in Adobe Commerce (Magento).

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Adobe Commerce (Magento) + Workbooks CRM Integration

Create Workbooks CRM contact from new Adobe Commerce (Magento) order

As an online store owner, you're likely using Adobe Commerce (Magento) to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Adobe Commerce (Magento) with Workbooks CRM? This integration will allow you to automatically create a contact for each new order in Workbooks CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Automations

Top 10 Most Popular Adobe Commerce (Magento) Automations from
Integrately Community

Just click on the workflow you want to automate

Adobe Commerce (Magento) logo
ActiveDEMAND logo
Create ActiveDEMAND contact for new Adobe Commerce (Magento) customer
Activate
Adobe Commerce (Magento) logo
Bitrix24 logo
Create Bitrix24 contact from new Adobe Commerce (Magento) customer
Activate
Adobe Commerce (Magento) logo
Facebook Offline Conversions logo
Send Facebook Offline Conversions event for new Adobe Commerce (Magento) order
Activate
Adobe Commerce (Magento) logo
Smartsheet logo
Create Smartsheet row for new Adobe Commerce (Magento) order
Activate
WATI logo
Adobe Commerce (Magento) logo
Create Adobe Commerce (Magento) customer for new WATI contact
Activate
Adobe Commerce (Magento) logo
ActiveDEMAND logo
Create ActiveDEMAND contact for new Adobe Commerce (Magento) customer
Activate
Adobe Commerce (Magento) logo
Bitrix24 logo
Create Bitrix24 contact from new Adobe Commerce (Magento) customer
Activate
Adobe Commerce (Magento) logo
Facebook Offline Conversions logo
Send Facebook Offline Conversions event for new Adobe Commerce (Magento) order
Activate
Adobe Commerce (Magento) logo
Smartsheet logo
Create Smartsheet row for new Adobe Commerce (Magento) order
Activate
WATI logo
Adobe Commerce (Magento) logo
Create Adobe Commerce (Magento) customer for new WATI contact
Activate
Adobe Commerce (Magento) logo
EasyCSV logo
Create EasyCSV data for new Adobe Commerce (Magento) order
Activate
Adobe Commerce (Magento) logo
MySQL logo
Create MySQL row for new Adobe Commerce (Magento) order
Activate
Contact Form 7 logo
Adobe Commerce (Magento) logo
Create Adobe Commerce (Magento) order for new Contact Form 7 form submission
BlankBlocks logo
Adobe Commerce (Magento) logo
Create Adobe Commerce (Magento) order for new BlankBlocks response
Pagemaker logo
Adobe Commerce (Magento) logo
Create Adobe Commerce (Magento) order for new Pagemaker form submission
Adobe Commerce (Magento) logo
EasyCSV logo
Create EasyCSV data for new Adobe Commerce (Magento) order
Activate
Adobe Commerce (Magento) logo
MySQL logo
Create MySQL row for new Adobe Commerce (Magento) order
Activate
Contact Form 7 logo
Adobe Commerce (Magento) logo
Create Adobe Commerce (Magento) order for new Contact Form 7 form submission
BlankBlocks logo
Adobe Commerce (Magento) logo
Create Adobe Commerce (Magento) order for new BlankBlocks response
Pagemaker logo
Adobe Commerce (Magento) logo
Create Adobe Commerce (Magento) order for new Pagemaker form submission

Top 10 Most Popular Workbooks CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Workbooks CRM logo
Google Sheets logo
Create Google Sheets row for new Workbooks CRM contact
02
Google Sheets logo
Workbooks CRM logo
Create Workbooks CRM contact for new Google Sheets row
03
Workbooks CRM logo
HubSpot logo
Create HubSpot contact for new Workbooks CRM contact
04
Workbooks CRM logo
HubSpot logo
Create HubSpot deal from new Workbooks CRM contact
05
Workbooks CRM logo
HubSpot logo
Create HubSpot task for new Workbooks CRM contact
cloud
Workbooks CRM
app integration
06
Workbooks CRM logo
HeyReach(In Review) logo
Create HeyReach(In Review) contact for new Workbooks CRM contact
07
Refiner logo
Workbooks CRM logo
Create Workbooks CRM contact for new Refiner form submission
08
Refiner logo
Workbooks CRM logo
Create Workbooks CRM task for new Refiner form submission
09
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM contact
10
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM task
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Adobe Commerce (Magento)
Adobe Commerce (Magento)
Adobe Commerce (Magento) is the world's leading open source e-commerce platform. that helps businesses control every aspect of their online store, from product design and layout to customer experience and order management.
Workbooks CRM
Workbooks CRM
Workbooks CRM is a cloud-based platform for midsize businesses, offering sales, marketing, and customer service tools with real-time insights and customizable workflows to boost efficiency and growth.