Workbooks CRM + Chatra Integration
Connect Workbooks CRM to Chatra in 1 click
Free forever.Use premium features free for 14 days.1.
Task is created in Workbooks CRM Instant- Invoice is complete and its status 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
- Credit note is posted 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 sales lead is created in Workbooks CRM Instant
Conversation is started in Chatra Instant- Message is received in Chatra Instant
- Chat is finished in Chatra Instant
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 Chatra Automations from
Integrately Community
Most popular
01
Create post in Webflow for new message recieved in Chatra
02
Create Microsoft Outlook event from new Chatra message
03
Create Google Calendar event from new Chatra message
04
Create Microsoft Office 365 event from new Chatra message
05
Create Clinked event from new Chatra message
06
Create Teamup Calendar event from new Chatra message
07
Create Zoho Creator record for new message received in Chatra
08
Create Zoho Sheet row for new message received in Chatra
09
Create EasyCSV data for new message received in Chatra
10
Create PostgreSQL row for new message received in Chatra
Most popular
01
Create post in Webflow for new message recieved in Chatra
02
Create Microsoft Outlook event from new Chatra message
03
Create Google Calendar event from new Chatra message
04
Create Microsoft Office 365 event from new Chatra message
05
Create Clinked event from new Chatra message
06
Create Teamup Calendar event from new Chatra message
07
Create Zoho Creator record for new message received in Chatra
08
Create Zoho Sheet row for new message received in Chatra
09
Create EasyCSV data for new message received in Chatra
10
Create PostgreSQL row for new message received in Chatra
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Workbooks CRM + Chatra Now 
In Just 1 Click!
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Want to automate something else in your workflow?
You Can Also Connect Workbooks CRM or Chatra 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.
Chatra
Chatra is a live chat software that can be used by website owners to engage their visitors and increase conversions. Our simple & beautiful design architecture makes it easy for you to start a conversation with your site visitors.
