Workbooks CRM + Clinked Integration

Workbooks CRM and Clinked are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Workbooks CRM, do you also create a task in Clinked? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Workbooks CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Workbooks CRM. Clinked is a great tool for this.

All you need to do is - integrate Clinked with Workbooks CRM to create task in Clinked automatically when certain task occur in Workbooks CRM. This can save you time by not having to manually create tasks in both systems.

Workbooks CRM is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Workbooks CRM - Clinked integration to automatically populate your Clinked.

When a task is created in Workbooks CRM, an event will automatically be created in your Clinked. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Workbooks CRM and Clinked accounts in a matter of minutes.