Workbooks CRM + Chatter Integration
Connect Workbooks CRM to Chatter 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
Post is created in feed in Chatter- Group is created in Chatter
- Topic is created in Chatter
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 Chatter Automations from
Integrately Community
Most popular
01
Create Chatter post for new RSS feed item
02
Send Slack message for new Chatter post
03
When Photo or video is posted in Instagram > Create new post in feed in Chatter
04
When Post is created in Facebook Groups > Create new post in feed in Chatter
05
When New post is created in feed in Chatter > Create Post in Facebook Groups
06
When New post is created in feed in Chatter > Create new post in feed in Chatter
07
Create Chatter post for new New York Times post
08
Create Chatter post for new Quickblog post
09
Create Chatter post for new Blogger post
10
Create Chatter post for new Inoreader subscription
Most popular
01
Create Chatter post for new RSS feed item
02
Send Slack message for new Chatter post
03
When Photo or video is posted in Instagram > Create new post in feed in Chatter
04
When Post is created in Facebook Groups > Create new post in feed in Chatter
05
When New post is created in feed in Chatter > Create Post in Facebook Groups
06
When New post is created in feed in Chatter > Create new post in feed in Chatter
07
Create Chatter post for new New York Times post
08
Create Chatter post for new Quickblog post
09
Create Chatter post for new Blogger post
10
Create Chatter post for new Inoreader subscription
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2
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3
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You Can Also Connect Workbooks CRM or Chatter 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.
Chatter
Chatter is a communication platform that turns business processes into human-scale conversations. It's designed to help you break down the barriers between teams and divisions, and get everyone on the same page faster.
