CraftMyPDF.com + Workbooks CRM Integration

Connect CraftMyPDF.com to Workbooks CRM in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    Invoice is complete and its status is posted in Workbooks CRM Instant
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Product is created in Workbooks CRM Instant
  • Workbooks CRM
    Meeting is created in Workbooks CRM Instant
  • Workbooks CRM
    Marketing campaign is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
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2.

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Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular CraftMyPDF.com Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
CraftMyPDF.com logo
Create CraftMyPDF.com file from new Google Sheets row
Activate
Bit Form logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new Bit Form response
Activate
WATI logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new message received in WATI
Activate
Monday.com logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new Monday.com item
Activate
Microsoft Excel logo
CraftMyPDF.com logo
Create CraftMyPDF.com file from new Microsoft Excel row
Activate
Google Sheets logo
CraftMyPDF.com logo
Create CraftMyPDF.com file from new Google Sheets row
Activate
Bit Form logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new Bit Form response
Activate
WATI logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new message received in WATI
Activate
Monday.com logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new Monday.com item
Activate
Microsoft Excel logo
CraftMyPDF.com logo
Create CraftMyPDF.com file from new Microsoft Excel row
Activate
PeerBoard logo
CraftMyPDF.com logo
Create CraftMyPDF.com file from new PeerBoard post
Activate
Formium logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new Formium form
MoreApp logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new MoreApp instruction
Cloudstream Funnels logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new Cloudstream Funnels form submission
BrandPros logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new BrandPros form submission
PeerBoard logo
CraftMyPDF.com logo
Create CraftMyPDF.com file from new PeerBoard post
Activate
Formium logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new Formium form
MoreApp logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new MoreApp instruction
Cloudstream Funnels logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new Cloudstream Funnels form submission
BrandPros logo
CraftMyPDF.com logo
Create CraftMyPDF.com file for new BrandPros form submission

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
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect CraftMyPDF.com or Workbooks CRM With 1400+ Other Apps

CraftMyPDF.com
CraftMyPDF.com
CraftMyPDF.com is a simple to use cloud-based document generation service. Its main features are the ability for users to create PDF documents from templates, integrate with other services, and export PDF documents via an API.
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.