Workbooks CRM + Beehiiv Integration

Connect Workbooks CRM to Beehiiv in 1 click

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1.
  • 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
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Beehiiv
    Post is sent in Beehiiv Instant
  • Beehiiv
    Subscriber is created in Beehiiv Instant
  • Beehiiv
    Subscription is confirmed in Beehiiv Instant
  • Beehiiv
    Subscriber is unsubscribed in Beehiiv Instant
  • Beehiiv
    Survey form is submitted in Beehiiv Instant
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Beehiiv Integration

Just click on the workflow you want to automate

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

Create Beehiiv subscriber for new Workbooks CRM contact

If you're using Workbooks CRM to manage your sales leads, it's important to also use Beehiiv to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Workbooks CRM, a corresponding subscriber will automatically be created in Beehiiv.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
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(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot(Under review) 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(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM task

Top 10 Most Popular Beehiiv Automations from
Integrately Community

Most popularmost-popular-automations
01
WordPress logo
Beehiiv logo
Create Beehiiv subscriber for new WordPress user
02
Instagram Lead Ads logo
Beehiiv logo
Create Beehiiv subscriber for new Instagram Lead Ads lead
03
Discord logo
Beehiiv logo
Create Beehiiv subscriber for new Discord user
04
KingSumo logo
Beehiiv logo
Create Beehiiv subscriber for new KingSumo giveaway contestant
05
Eventbrite logo
Beehiiv logo
Create Beehiiv subscriber for new Eventbrite order
cloud
Beehiiv
app integration
06
Stripe logo
Beehiiv logo
Create Beehiiv subscriber for new Stripe contact
07
Quickblog logo
Beehiiv logo
Create Beehiiv subscriber for new Quickblog user
08
Assembla logo
Beehiiv logo
Create Beehiiv subscriber for new Assembla ticket
09
Groove logo
Beehiiv logo
Create Beehiiv subscriber for new Groove user
10
Braintree logo
Beehiiv logo
Create Beehiiv subscriber for new Braintree customer
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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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 Beehiiv 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.
Beehiiv
Beehiiv
From a single landing page to an advanced list-building and referral program, beehiiv is redefining the newsletter for growth. Optimize your reader engagement, conversion, and lifetime value with our world-class platform