Benchmark Email + Workbooks CRM Integration

Connect Benchmark Email to Workbooks CRM in 1 click

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1.
  • Benchmark Email
    List is created in Benchmark Email
  • Benchmark Email
    Contact is created in Benchmark Email Instant
  • Benchmark Email
    Contact is updated in Benchmark Email Instant
  • Benchmark Email
    Contact email is changed in Benchmark Email Instant
  • Benchmark Email
    Contact is unsubscribed in Benchmark Email 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
    Person 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
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2.

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Ready Workflows Ready Workflows   for Benchmark Email + Workbooks CRM Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Workbooks CRM + Benchmark Email Integration

Create Benchmark Email contact for new Workbooks CRM contact

If you're using Workbooks CRM to manage your sales leads, it's important to also use Benchmark Email 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 contact will automatically be created in Benchmark Email.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Automations

Top 10 Most Popular Benchmark Email Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Benchmark Email logo
Create Benchmark Email contact for new Elementor Forms form submission
Activate
Stripe logo
Benchmark Email logo
Create Benchmark Email contact for new Stripe charge
Activate
WPForms logo
Benchmark Email logo
Create Benchmark Email contact for new WPForms form submission
Activate
GetResponse logo
Benchmark Email logo
Create Benchmark Email contact for new GetResponse contact
Activate
Formidable Forms logo
Benchmark Email logo
Create Benchmark Email contact for new Formidable Forms form submission
Activate
Elementor Forms logo
Benchmark Email logo
Create Benchmark Email contact for new Elementor Forms form submission
Activate
Stripe logo
Benchmark Email logo
Create Benchmark Email contact for new Stripe charge
Activate
WPForms logo
Benchmark Email logo
Create Benchmark Email contact for new WPForms form submission
Activate
GetResponse logo
Benchmark Email logo
Create Benchmark Email contact for new GetResponse contact
Activate
Formidable Forms logo
Benchmark Email logo
Create Benchmark Email contact for new Formidable Forms form submission
Activate
Mailvio logo
Benchmark Email logo
Create Benchmark Email contact for new Mailvio contact
INBOX logo
Benchmark Email logo
Create Benchmark Email contact for new INBOX contact
Activate
MuxEmail logo
Benchmark Email logo
Create Benchmark Email contact for new MuxEmail contact
Sendlane logo
Benchmark Email logo
Create Benchmark Email contact for new Sendlane contact
E-goi logo
Benchmark Email logo
Create Benchmark Email contact for new E-goi contact
Mailvio logo
Benchmark Email logo
Create Benchmark Email contact for new Mailvio contact
INBOX logo
Benchmark Email logo
Create Benchmark Email contact for new INBOX contact
Activate
MuxEmail logo
Benchmark Email logo
Create Benchmark Email contact for new MuxEmail contact
Sendlane logo
Benchmark Email logo
Create Benchmark Email contact for new Sendlane contact
E-goi logo
Benchmark Email logo
Create Benchmark Email contact for new E-goi contact

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(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM contact
10
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM task
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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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

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

Benchmark Email
Benchmark Email
Benchmark is a powerful email marketing and event management tool that makes it easy to create an email list, send great looking emails quickly and easily, and then track the results so you can see what works. It's simple!
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.