Campaign Monitor + Workbooks CRM Integration

Integrate Campaign Monitor to Workbooks CRM in one click, or tell Integrately AI how you want each lead handled. Capture subscribers, create sales leads, update your CRM, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Campaign Monitor
    Subscriber is added to list in Campaign Monitor
  • Campaign Monitor
    Subscriber is removed from list in Campaign Monitor
  • Campaign Monitor
    Email is clicked in Campaign Monitor
  • Campaign Monitor
    Email is openned in Campaign Monitor
  • Campaign Monitor
    Campaign is emailed to someone bounce in Campaign Monitor
  • 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
Arrow Right
2.
  • Campaign Monitor
    Add Subscriber in Campaign Monitor
  • Campaign Monitor
    Update subscriber in Campaign Monitor
  • Campaign Monitor
    Search Subscriber in Campaign Monitor
  • Campaign Monitor
    Unsubscribe subscriber in Campaign Monitor
  • Campaign Monitor
    Send Smart Transactional Email in Campaign Monitor
  • Workbooks CRM
    Search customer order in Workbooks CRM
  • Workbooks CRM
    Update organization in Workbooks CRM
  • Workbooks CRM
    Create marketing campaign member status in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign status in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign in Workbooks CRM
  • Workbooks CRM
    Create customer order and line items in Workbooks CRM
  • Workbooks CRM
    Search organization in Workbooks CRM
  • Workbooks CRM
    Update customer order in Workbooks CRM
  • Workbooks CRM
    Create marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Update marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Search sales lead in Workbooks CRM
  • Workbooks CRM
    Update sales lead in Workbooks CRM
  • Workbooks CRM
    Update person in Workbooks CRM
  • Workbooks CRM
    Create task in Workbooks CRM
  • Workbooks CRM
    Create case in Workbooks CRM
  • Workbooks CRM
    Create customer order in Workbooks CRM
  • Workbooks CRM
    Create organization in Workbooks CRM
  • Workbooks CRM
    Create person in Workbooks CRM
  • Workbooks CRM
    Create sales lead in Workbooks CRM
  • Workbooks CRM
    Search person in Workbooks CRM

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Ready Workflows Ready Workflows for Campaign Monitor + Workbooks CRM Integration

Capture new subscribers, create sales leads, update your CRM, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Workbooks CRM + Campaign Monitor Integration

Create Campaign Monitor contact for new Workbooks CRM contact

If you're using Workbooks CRM to manage your sales leads, it's important to also use Campaign Monitor 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 Campaign Monitor.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Campaign Monitor + Workbooks CRM flow

Log subscribers in spreadsheets, sync CRM contacts across platforms, and notify your team instantly. Pick a combination and activate it in one click.

Campaign Monitor
Workbooks CRM
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Google SheetsGoogle Sheets (8)
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HubSpotHubSpot (8)
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SalesforceSalesforce (8)
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CalendlyCalendly (8)
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TypeformTypeform (8)
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SlackSlack (8)
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Add every new Campaign Monitor subscriber to a Google Sheets row, and create a sales lead in Workbooks CRM
New Campaign Monitor subscribers are instantly logged in Google Sheets and created as sales leads in Workbooks CRM without manual data entry.
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Log every Campaign Monitor email click in Google Sheets, and update the sales lead in Workbooks CRM
Email engagement in Campaign Monitor automatically updates your Google Sheets log and refreshes the sales lead in Workbooks CRM.
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When a subscriber is removed from a Campaign Monitor list, update the Google Sheets row and update the person in Workbooks CRM
Unsubscriptions in Campaign Monitor update your Google Sheets archive and update the person record in Workbooks CRM.
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Create a Campaign Monitor subscriber when a new Workbooks CRM task is created, and log it in Google Sheets
New tasks in Workbooks CRM automatically add subscribers in Campaign Monitor and record them in Google Sheets.
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If a Campaign Monitor subscriber domain is enterprise, log it in Google Sheets and create a sales lead in Workbooks CRM
Enterprise subscribers in Campaign Monitor trigger a dedicated Google Sheets row and a priority Workbooks CRM sales lead.
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When a Workbooks CRM invoice is posted, add the subscriber in Campaign Monitor and update the Google Sheets row
Posted invoices in Workbooks CRM trigger subscriber updates in Campaign Monitor and update your Google Sheets records.
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Use ChatGPT to summarise every Campaign Monitor email click, log the summary in Google Sheets, and update the Workbooks CRM sales lead
ChatGPT analyses Campaign Monitor click engagement, saves the summary in Google Sheets, and updates the Workbooks CRM sales lead.
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When a subscriber is added to a Campaign Monitor list, log it in Google Sheets, create a sales lead in Workbooks CRM, and alert your team in Slack
New Campaign Monitor subscribers populate Google Sheets, create Workbooks CRM sales leads, and notify your Slack team instantly.

Supported triggers and actions for Campaign Monitor and Workbooks CRM

Mix and match to build the exact automation you need

Campaign Monitor
Campaign Monitor Triggers & Actions
Subscriber is added to list in Campaign Monitor
Triggers the automation when a subscriber is added to a list
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Subscriber is removed from list in Campaign Monitor
Triggers the automation when a subscriber is removed from a list
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Email is clicked in Campaign Monitor
Triggers the automation when an email link is clicked by the recipient
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Email is openned in Campaign Monitor
Triggers the automation when an email is opened
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Campaign is emailed to someone bounce in Campaign Monitor
Triggers the automation when a campaign email is bounced
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Add Subscriber in Campaign Monitor
Adds a new contact to your subscriber list
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Update subscriber in Campaign Monitor
Updates subscriber information
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Search Subscriber in Campaign Monitor
Looks up and retrieves subscriber information
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Unsubscribe subscriber in Campaign Monitor
Removes a subscriber from the mailing list
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Send Smart Transactional Email in Campaign Monitor
Sends a smart transactional email
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Workbooks CRM
Workbooks CRM Triggers & Actions
Instant
Person is created in Workbooks CRM
Triggers the automation when a person is created
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Instant
New sales lead is created in Workbooks CRM
Triggers the automation when a new sales lead is created
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Instant
Credit note is posted in Workbooks CRM
Triggers the automation when a credit note is posted
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Instant
Invoice is complete and its status is posted in Workbooks CRM
Triggers the automation when an invoice is complete and its status is posted
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Instant
Task is created in Workbooks CRM
Triggers the automation when a task is created
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Instant
Product is created in Workbooks CRM
Triggers the automation when a product is created
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Instant
Meeting is created in Workbooks CRM
Triggers the automation when a meeting is created
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Instant
Marketing campaign is created in Workbooks CRM
Triggers the automation when a marketing campaign is created
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Instant
Case is created in Workbooks CRM
Triggers the automation when a case is created
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Instant
Organization is created in Workbooks CRM
Triggers the automation when an organization is created
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Search customer order in Workbooks CRM
Searches for a customer order
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Update organization in Workbooks CRM
Updates an organization
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Create marketing campaign member status in Workbooks CRM
Creates a marketing campaign member status
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Search marketing campaign status in Workbooks CRM
Searches for marketing campaign status
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Search marketing campaign in Workbooks CRM
Searches for a marketing campaign
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Create customer order and line items in Workbooks CRM
Creates a customer order and line items
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Search organization in Workbooks CRM
Searches for an organization
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Update customer order in Workbooks CRM
Updates a customer order
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Create marketing campaign member in Workbooks CRM
Creates a marketing campaign member
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Search marketing campaign member in Workbooks CRM
Searches for a marketing campaign member
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Update marketing campaign member in Workbooks CRM
Updates a marketing campaign member
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Search sales lead in Workbooks CRM
Searches for a sales lead
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Update sales lead in Workbooks CRM
Updates a sales lead
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Update person in Workbooks CRM
Updates a person
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Create task in Workbooks CRM
Creates a new task
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Create case in Workbooks CRM
Creates a new case
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Create customer order in Workbooks CRM
Creates a customer order
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Create organization in Workbooks CRM
Creates a new organization
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Create person in Workbooks CRM
Creates a new person
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Create sales lead in Workbooks CRM
Creates a new sales lead
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Search person in Workbooks CRM
Searches for a person
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What can you automate with Campaign Monitor + Workbooks CRM?

Streamline subscriber management and CRM lead creation with ready-made automation workflows.

What you can automate?
🔄
Create CRM sales leads from new subscribers
Automatically generate a new sales lead in Workbooks CRM the moment a subscriber is added to your Campaign Monitor list. Eliminate manual data entry and speed up sales outreach.
📋
Capture every email engagement metric
Map email opens and clicks from Campaign Monitor directly into your Workbooks CRM records. Keep your sales team fully informed on prospect interest levels.
💬
Alert your team instantly in Slack
Notify your sales channel the exact moment a high-value subscriber joins your list or engages with your campaign. Ensure rapid response times across your entire team.
🔀
Route leads based on submitted data
Apply conditional logic to route enterprise subscribers to priority sales pipelines while standard subscribers follow regular workflows in Workbooks CRM.
📝
Keep destination records up to date
Automatically update existing Workbooks CRM records when subscriber details change or when list unsubscriptions occur in Campaign Monitor.
🔍
Avoid duplicates with smart matching
Search for existing contacts before creating new records, ensuring your Workbooks CRM database remains clean and free of duplicate entries.
💰
Trigger workflows from invoice milestones
When an invoice is posted in Workbooks CRM, automatically update subscriber lists or customer tiers in Campaign Monitor to reflect completed purchases.
🔗
Extend your flow with third-party tools
Combine Campaign Monitor and Workbooks CRM with Slack, Google Sheets, or HubSpot to build powerful multi-step operational pipelines.
And much more...

Who is Campaign Monitor + Workbooks CRM integration for?

Revenue teams, marketers, and operational leaders rely on this integration to eliminate manual data entry and keep pipeline tracking accurate.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Marketing operations specialists
Marketing operations specialists
Sales development reps
Sales development reps
Database administrators
Database administrators
📈
Performance marketers
You're running campaigns across email lists but your CRM tracking only updates when someone manually exports subscriber activity, so your conversion counts are always hours behind — this integration means every new lead and click flows directly into your CRM instantly.
Sales representatives
You need to act fast on new inbound prospect interest, but notification delays leave you reaching out after prospects have already gone cold — with this integration, every Campaign Monitor subscriber immediately generates a sales lead in Workbooks CRM.
🤝
Account managers
You answer to stakeholders who want transparent progress reports, but scattered campaign metrics make assembling status updates tedious — automating both apps means your records stay complete and up-to-date without manual stitching.
📊
Marketing operations specialists
The volume of inbound subscribers is too high for anyone to keep up by hand, leading to missed contacts and fragmented lists — connecting these apps means subscriber data and sales leads sync automatically at any scale.
🎯
Sales development reps
You own the outreach sequence and depend on marketing teams to hand over new leads, but communication gaps delay your follow-ups — this integration means new subscribers land in your CRM queue the moment they join your list.
🗂️
Database administrators
You need a reliable customer history across all tools, but manual record creation keeps leaving gaps and duplicate entries in your database — automating both apps means clean, synchronized records across your entire stack.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Campaign Monitor + Workbooks CRM

Build and manage your Campaign Monitor + Workbooks CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Campaign Monitor + Workbooks CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Campaign Monitor to Workbooks CRM?
Frequently Asked Questions
You can connect Campaign Monitor to Workbooks CRM in 1-click using ready templates on Integrately. Use Integrately AI to configure custom workflows alongside apps like Google Sheets, HubSpot, and Slack.
Can I automatically create Workbooks CRM sales leads from new Campaign Monitor subscribers?
Frequently Asked Questions
Can I connect Campaign Monitor, Workbooks CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Campaign Monitor and Workbooks CRM?
Frequently Asked Questions
How does Campaign Monitor handle subscriber additions with Workbooks CRM?
Frequently Asked Questions
Can Workbooks CRM invoice events update Campaign Monitor lists?
Frequently Asked Questions
Do I need coding skills to automate Campaign Monitor and Workbooks CRM?
Frequently Asked Questions
Is the Campaign Monitor and Workbooks CRM integration free?
Frequently Asked Questions
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