Workbooks CRM + Apper Integration

Connect Workbooks CRM to Apper in 1 click

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1.
  • 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
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • 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
  • Apper
    Record is created in Apper
  • Apper
    Record is updated in Apper
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Apper Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Apper + Workbooks CRM Integration

Create Workbooks CRM contact for new Apper record

Automatically creating Workbooks CRM contact records for new Apper record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Workbooks CRM + Apper Integration

Create Apper record for new Workbooks CRM contact

When a new contact is created in your Workbooks CRM, you can automatically create a record for them in your Apper. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Automations

Top 10 Most Popular Workbooks CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Workbooks CRM logo
Google Sheets logo
Create Google Sheets row for new Workbooks CRM contact
Google Sheets logo
Workbooks CRM logo
Create Workbooks CRM contact for new Google Sheets row
Workbooks CRM logo
HubSpot logo
Create HubSpot contact for new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot deal from new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot task for new Workbooks CRM contact
Workbooks CRM logo
Google Sheets logo
Create Google Sheets row for new Workbooks CRM contact
Google Sheets logo
Workbooks CRM logo
Create Workbooks CRM contact for new Google Sheets row
Workbooks CRM logo
HubSpot logo
Create HubSpot contact for new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot deal from new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot task for new Workbooks CRM contact
Workbooks CRM logo
HeyReach(In Review) logo
Create HeyReach(In Review) contact for new Workbooks CRM contact
Refiner logo
Workbooks CRM logo
Create Workbooks CRM contact for new Refiner form submission
Refiner logo
Workbooks CRM logo
Create Workbooks CRM task for new Refiner form submission
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM task
Workbooks CRM logo
HeyReach(In Review) logo
Create HeyReach(In Review) contact for new Workbooks CRM contact
Refiner logo
Workbooks CRM logo
Create Workbooks CRM contact for new Refiner form submission
Refiner logo
Workbooks CRM logo
Create Workbooks CRM task for new Refiner form submission
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM task

Top 10 Most Popular Apper Automations from
Integrately Community

Most popularmost-popular-automations
01
Apper logo
Google Sheets logo
Create Google Sheets row for new Apper record
02
Google Sheets logo
Apper logo
Create Apper record for new Google Sheets row
03
Apper logo
HubSpot logo
Create HubSpot contact for new Apper record
04
Apper logo
HubSpot logo
Create HubSpot company for new Apper record
05
HubSpot logo
Apper logo
Create Apper record for new HubSpot contact
cloud
Apper
app integration
06
Form.taxi logo
Apper logo
Create Apper record for new Form.taxi response
07
Beacon.by logo
Apper logo
Create Apper record for new Beacon.by contact
08
Apper logo
Chat Aid logo
Create Chat Aid file from new Apper record
09
Feathery logo
Apper logo
Create Apper record for new Feathery form submission
10
Apper logo
Elorus logo
Create Elorus contact for new Apper record
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Workbooks CRM or Apper With 1400+ Other Apps

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.
Apper
Apper
Apper is an AI app builder that turns your prompts into fully functional apps in minutes—with built-in billing, auth, and database. That means you can charge customers and manage users from day one, no code needed.