Click Funnels + Workbooks CRM Integration

Connect Click Funnels to Workbooks CRM in 1 click

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1.
  • Click Funnels
    Sales opportunity is Deleted in Click Funnels Instant
  • Click Funnels
    Sales opportunity is closed in Click Funnels Instant
  • Click Funnels
    Sales opportunity Stage is changed in Click Funnels Instant
  • Click Funnels
    Sales opportunity is updated in Click Funnels Instant
  • Click Funnels
    Sales opportunity is created in Click Funnels Instant
  • Click Funnels
    Comment is created on community post in Click Funnels Instant
  • Click Funnels
    Contact is updated in Click Funnels Instant
  • Click Funnels
    Product variant is created in Click Funnels Instant
  • Click Funnels
    Tag is removed from contact in Click Funnels Instant
  • Click Funnels
    Tag is added to contact in Click Funnels Instant
  • Click Funnels
    Product is updated in Click Funnels Instant
  • Click Funnels
    Product is created in Click Funnels Instant
  • Click Funnels
    Contact is unsubscribed in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Contact completed course in Click Funnels Instant
  • Click Funnels
    Contact is deleted in Click Funnels Instant
  • Click Funnels
    Product variant is updated in Click Funnels Instant
  • Click Funnels
    Contact is created in Click Funnels Instant
  • Click Funnels
    Course is deleted in Click Funnels Instant
  • Click Funnels
    Community post is created in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Course lesson is published in Click Funnels Instant
  • Click Funnels
    Course lesson is created in Click Funnels Instant
  • Click Funnels
    Course lesson is updated in Click Funnels Instant
  • Click Funnels
    Course lesson is deleted in Click Funnels Instant
  • Click Funnels
    Course section is published in Click Funnels Instant
  • Click Funnels
    Course section is updated in Click Funnels Instant
  • Click Funnels
    Course section is created in Click Funnels Instant
  • Click Funnels
    Course is published in Click Funnels Instant
  • Click Funnels
    Course is updated in Click Funnels Instant
  • Click Funnels
    Course is created in Click Funnels Instant
  • Click Funnels
    Blog post is deleted in Click Funnels Instant
  • Click Funnels
    Blog post is published in Click Funnels Instant
  • Click Funnels
    Blog post is updated in Click Funnels Instant
  • Click Funnels
    Blog post is created in Click Funnels Instant
  • Click Funnels
    Purchase is created in Click Funnels Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    Marketing campaign is created in Workbooks CRM Instant
  • Workbooks CRM
    Meeting is created in Workbooks CRM Instant
  • Workbooks CRM
    Product is created in Workbooks CRM Instant
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    Invoice is complete and its status is posted in Workbooks CRM Instant
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2.

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Ready Workflows Ready Workflows   for Click Funnels + Workbooks CRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Workbooks CRM + Click Funnels Integration

Create Click Funnels Classic contact for new Workbooks CRM contact

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

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

Create Workbooks CRM contact for new Click Funnels Classic 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 Click Funnels Classic 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.
See more
Click Funnels + Workbooks CRM Integration

Create Workbooks CRM task for new Click Funnels Classic contact

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

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!
See more
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Automations

Top 10 Most Popular Click Funnels Automations from
Integrately Community

Just click on the workflow you want to automate

Click Funnels logo
Google Chat logo
Send Google Chat message for new Click Funnels contact
Click Funnels logo
Salesforce logo
ActiveCampaign logo
When Purchase is created in Click Funnels > Create record in Salesforce > Create or update contact in ActiveCampaign
Click Funnels logo
CompanyHub logo
Telegram logo
When Purchase is created in Click Funnels > Create a record (Custom Table) in CompanyHub > Forward a message in Telegram
Activate
Click Funnels logo
CompanyHub logo
Telegram logo
When Purchase is created in Click Funnels > Create a record (Custom Table) in CompanyHub > Pin a message in Telegram
Click Funnels logo
CompanyHub logo
Telegram logo
When Purchase is created in Click Funnels > Create a record (Custom Table) in CompanyHub > Unpin a message in Telegram
Click Funnels logo
Google Chat logo
Send Google Chat message for new Click Funnels contact
Click Funnels logo
Salesforce logo
ActiveCampaign logo
When Purchase is created in Click Funnels > Create record in Salesforce > Create or update contact in ActiveCampaign
Click Funnels logo
CompanyHub logo
Telegram logo
When Purchase is created in Click Funnels > Create a record (Custom Table) in CompanyHub > Forward a message in Telegram
Activate
Click Funnels logo
CompanyHub logo
Telegram logo
When Purchase is created in Click Funnels > Create a record (Custom Table) in CompanyHub > Pin a message in Telegram
Click Funnels logo
CompanyHub logo
Telegram logo
When Purchase is created in Click Funnels > Create a record (Custom Table) in CompanyHub > Unpin a message in Telegram
Click Funnels logo
CompanyHub logo
Zoho CRM logo
When Purchase is created in Click Funnels > Create a record (Custom Table) in CompanyHub > Convert lead in ZohoCRM
Click Funnels logo
Salesforce logo
Telegram logo
When Purchase is created in Click Funnels > Create record in Salesforce > Forward a message in Telegram
Click Funnels logo
Salesforce logo
Telegram logo
When Purchase is created in Click Funnels > Create record in Salesforce > Pin a message in Telegram
Click Funnels logo
Salesforce logo
Telegram logo
When Purchase is created in Click Funnels > Create record in Salesforce > Unpin a message in Telegram
Click Funnels logo
Salesforce logo
Simvoly logo
When Purchase is created in Click Funnels > Create record in Salesforce > Create member in Simvoly
Click Funnels logo
CompanyHub logo
Zoho CRM logo
When Purchase is created in Click Funnels > Create a record (Custom Table) in CompanyHub > Convert lead in ZohoCRM
Click Funnels logo
Salesforce logo
Telegram logo
When Purchase is created in Click Funnels > Create record in Salesforce > Forward a message in Telegram
Click Funnels logo
Salesforce logo
Telegram logo
When Purchase is created in Click Funnels > Create record in Salesforce > Pin a message in Telegram
Click Funnels logo
Salesforce logo
Telegram logo
When Purchase is created in Click Funnels > Create record in Salesforce > Unpin a message in Telegram
Click Funnels logo
Salesforce logo
Simvoly logo
When Purchase is created in Click Funnels > Create record in Salesforce > Create member in Simvoly

Top 10 Most Popular Workbooks CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Workbooks CRM logo
Google Sheets logo
Create Google Sheets row for new Workbooks CRM contact
02
Google Sheets logo
Workbooks CRM logo
Create Workbooks CRM contact for new Google Sheets row
03
Workbooks CRM logo
HubSpot logo
Create HubSpot contact for new Workbooks CRM contact
04
Workbooks CRM logo
HubSpot logo
Create HubSpot deal from new Workbooks CRM contact
05
Workbooks CRM logo
HubSpot logo
Create HubSpot task for new Workbooks CRM contact
cloud
Workbooks CRM
app integration
06
Workbooks CRM logo
HeyReach(In Review) logo
Create HeyReach(In Review) contact for new Workbooks CRM contact
07
Refiner logo
Workbooks CRM logo
Create Workbooks CRM contact for new Refiner form submission
08
Refiner logo
Workbooks CRM logo
Create Workbooks CRM task for new Refiner form submission
09
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM contact
10
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM task
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1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Click Funnels or Workbooks CRM With 1400+ Other Apps

Click Funnels
Click Funnels
Click Funnels allows you to create landing pages, sales pages, webinar pages, and complete marketing funnels. It also has easy to use features for creating sales funnels.
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.