Workbooks CRM + Chatdaddy Integration

Connect Workbooks CRM to Chatdaddy in 1 click

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1.
  • 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
    Credit note is posted 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
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Chatdaddy
    Contact is created in Chatdaddy
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2.

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Most popular automationsmost-popular-automations
Workbooks CRM + Chatdaddy Integration

Create Chatdaddy contact for new Workbooks CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Chatdaddy + Workbooks CRM Integration

Create Workbooks CRM contact for new Chatdaddy contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Workbooks CRM contact and Chatdaddy contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Chatdaddy + Workbooks CRM Integration

Create Workbooks CRM task for new Chatdaddy contact

Workbooks CRM and Chatdaddy are two powerful cloud-based tools that can be used to improve business productivity. Using this Workbooks CRM - Chatdaddy integration, you can automatically create task in Workbooks CRM whenever a new contact is created in Chatdaddy.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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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 Chatdaddy Automations from
Integrately Community

Most popularmost-popular-automations
01
Chatdaddy logo
Google Sheets logo
Create Google Sheets row for new Chatdaddy contact
02
Chatdaddy logo
Google Sheets logo
Update Google Sheets row for new Chatdaddy contact
03
Google Sheets logo
Chatdaddy logo
Create Chatdaddy contact for new Google Sheets row
04
Chatdaddy logo
HubSpot logo
Create HubSpot contact for new Chatdaddy contact
05
Chatdaddy logo
HubSpot logo
Create HubSpot deal for new Chatdaddy contact
cloud
Chatdaddy
app integration
06
Chatdaddy logo
Mojo Helpdesk logo
Create Mojo Helpdesk ticket for new Chatdaddy contact
07
Chatdaddy logo
Mojo Helpdesk logo
Create Mojo Helpdesk user for new Chatdaddy contact
08
Mojo Helpdesk logo
Chatdaddy logo
Create Chatdaddy contact for new Mojo Helpdesk ticket
09
Mojo Helpdesk logo
Chatdaddy logo
Create Chatdaddy contact for new Mojo Helpdesk user
10
Form2chat.io logo
Chatdaddy logo
Create Chatdaddy contact for new Form2chat.io response
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How Integrately Works?

1
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2
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3
Automation is ready
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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 Workbooks CRM or Chatdaddy 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.
Chatdaddy
Chatdaddy
Chatdaddy simplifies business messaging by integrating WhatsApp automation, multi-agent support, and CRM tools. It helps you streamline communication, manage leads, and grow your business with ease!