Workbooks CRM + Autoklose Integration
Connect Workbooks CRM to Autoklose in 1 click
Free forever.Use premium features free for 14 days.1.
New sales lead is created in Workbooks CRM Instant- Credit note is posted in Workbooks CRM Instant
- Invoice is complete and its status is posted in Workbooks CRM Instant
- Task is created in Workbooks CRM Instant
- Person is created in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Marketing campaign is created in Workbooks CRM Instant
- Case is created in Workbooks CRM Instant
- Organization is created in Workbooks CRM Instant
Email is bounced in Autoklose Instant- Email is send in Autoklose Instant
- Email is opened in Autoklose Instant
- Email is clicked in Autoklose Instant
- Email is replied in Autoklose Instant
2.
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Top 10 Most Popular Workbooks CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Top 10 Most Popular Autoklose Automations from
Integrately Community
Most popular
01
Send message from ClickSend SMS for new message received in Autoklose
02
Send sms from Twilio for new message received in Autoklose
03
Send email from SendGrid for new message received in Autoklose
04
Send message from Telegram for new message received in Autoklose
05
Send message from ManyChat for new message received in Autoklose
06
Send message from Online Live Support for new message received in Autoklose
07
Send message from WATI for new message received in Autoklose
08
Send message from WA Toolbox for new message received in Autoklose
09
Send message from WhatsGrow for new message received in Autoklose
10
Send sms from MSG91 for new message received in Autoklose
Most popular
01
Send message from ClickSend SMS for new message received in Autoklose
02
Send sms from Twilio for new message received in Autoklose
03
Send email from SendGrid for new message received in Autoklose
04
Send message from Telegram for new message received in Autoklose
05
Send message from ManyChat for new message received in Autoklose
06
Send message from Online Live Support for new message received in Autoklose
07
Send message from WATI for new message received in Autoklose
08
Send message from WA Toolbox for new message received in Autoklose
09
Send message from WhatsGrow for new message received in Autoklose
10
Send sms from MSG91 for new message received in Autoklose
How Integrately Works?
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Select Automation
2
Connect Accounts
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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.
Autoklose
Autoklose is your ultimate sales tool that helps you send the right emails, at the right time, to the right people, while giving you the visibility into pipeline health, identifying opportunities and tracking deals.
