Workbooks CRM + Chatforma Integration
Connect Workbooks CRM to Chatforma in 1 click
Free forever.Use premium features free for 14 days.1.
Invoice is complete and its status is posted in Workbooks CRM Instant- Task is created in Workbooks CRM Instant
- Credit note is posted in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Marketing campaign is created in Workbooks CRM Instant
- New sales lead is created in Workbooks CRM Instant
- Case is created in Workbooks CRM Instant
- Organization is created in Workbooks CRM Instant
- Person is created in Workbooks CRM Instant
New user input is found in Chatforma
2.
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Top 10 Most Popular Workbooks CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Top 10 Most Popular Chatforma Automations from
Integrately Community
Most popular
01
When Feedback is received in Feedier > Send email in Feedier > Add a user to a segment in Chatforma
02
When Feedback is received in Feedier > Send SMS in Feedier > Add a user to a segment in Chatforma
03
When New form is submitted in Basin > Send email in Mailgun > Add a user to a segment in Chatforma
04
When New form is submitted in Basin > Send a Pushover notification in Pushover > Add a user to a segment in Chatforma
05
When New form is submitted in Basin > Send message to team in Ryver > Add a user to a segment in Chatforma
06
When New form is submitted in Basin > Forward a message in Telegram > Add a user to a segment in Chatforma
07
When New form is submitted in Basin > Pin a message in Telegram > Add a user to a segment in Chatforma
08
When New form is submitted in Basin > Unpin a message in Telegram > Add a user to a segment in Chatforma
09
When External request is created in ManyChat > Send text message to user in ManyChat > Add a user to a segment in Chatforma
10
When External request is created in ManyChat > Send content to user in ManyChat > Add a user to a segment in Chatforma
Most popular
01
When Feedback is received in Feedier > Send email in Feedier > Add a user to a segment in Chatforma
02
When Feedback is received in Feedier > Send SMS in Feedier > Add a user to a segment in Chatforma
03
When New form is submitted in Basin > Send email in Mailgun > Add a user to a segment in Chatforma
04
When New form is submitted in Basin > Send a Pushover notification in Pushover > Add a user to a segment in Chatforma
05
When New form is submitted in Basin > Send message to team in Ryver > Add a user to a segment in Chatforma
06
When New form is submitted in Basin > Forward a message in Telegram > Add a user to a segment in Chatforma
07
When New form is submitted in Basin > Pin a message in Telegram > Add a user to a segment in Chatforma
08
When New form is submitted in Basin > Unpin a message in Telegram > Add a user to a segment in Chatforma
09
When External request is created in ManyChat > Send text message to user in ManyChat > Add a user to a segment in Chatforma
10
When External request is created in ManyChat > Send content to user in ManyChat > Add a user to a segment in Chatforma
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1
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2
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You Can Also Connect Workbooks CRM or Chatforma With 1400+ Other Apps
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.
Chatforma
Chatforma is the first and only platform that lets you create a sales bot in minutes, no coding required. It's easy to use and fully customizable.
