Workbooks CRM + Beamer Integration

When someone completes your Beamer, a new contact is automatically created in your Workbooks CRM. This way, you can quickly follow up with the nps response and turn them into a customer!

Plus, all of the information from the Beamer is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Beamer - Workbooks CRM integration set up makes it easy to manage your customer relationships and grow your business.

It's important to stay on top of your customer relationships, and one way to do that is to create Workbooks CRM tasks for new Beamer nps responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Workbooks CRM task for new Beamer nps response received today - your customers will thank you for it!

Workbooks CRM and Beamer 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 Beamer, 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.