Workbooks CRM + BirdSeed Integration

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

Plus, all of the information from the BirdSeed is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a BirdSeed - 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 BirdSeed contact form submissions 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 BirdSeed contact form submission received today - your customers will thank you for it!

Creating task in Workbooks CRM is a great way to keep track of task that need to be completed when an event is created in your BirdSeed account.

With the help of this integration, when an event is created, a task will be automatically created in Workbooks CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!