Daily.co + Workbooks CRM Integration

Connect Daily.co to Workbooks CRM in 1 click

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1.
  • Daily.co
    New Room in Daily.co
  • Daily.co
    New Recording in Daily.co
  • 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
    Credit note is posted 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
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
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2.

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Ready Workflows Ready Workflows   for Daily.co + Workbooks CRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Daily.co + Workbooks CRM Integration

Create Workbooks CRM task for new Daily.co event

Creating task in Workbooks CRM is a great way to keep track of task that need to be completed when an event is created in your Daily.co account.

With the help of this integration, when an event is created, a task will be automatically created in Workbooks CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Automations

Top 10 Most Popular Daily.co Automations from
Integrately Community

Just click on the workflow you want to automate

Daily.co logo
Zoho Creator logo
Create Zoho Creator record for new Daily.co event
Activate
Daily.co logo
Hive logo
Create Hive action for new Daily.co event
Activate
Daily.co logo
Clockify logo
Create Clockify task for new Daily.co event
Activate
Daily.co logo
ClickSend SMS logo
Send ClickSend SMS message for new Daily.co event
Daily.co logo
Twilio logo
Send Twilio sms for new Daily.co event
Daily.co logo
Zoho Creator logo
Create Zoho Creator record for new Daily.co event
Activate
Daily.co logo
Hive logo
Create Hive action for new Daily.co event
Activate
Daily.co logo
Clockify logo
Create Clockify task for new Daily.co event
Activate
Daily.co logo
ClickSend SMS logo
Send ClickSend SMS message for new Daily.co event
Daily.co logo
Twilio logo
Send Twilio sms for new Daily.co event
Daily.co logo
Vonage SMS API logo
Send Vonage SMS API message for new Daily.co event
Daily.co logo
Gravitec.net logo
Send Gravitec.net notification for new Daily.co event
Daily.co logo
SMS Alert logo
Send SMS Alert message for new Daily.co event
Daily.co logo
Push by Techulus logo
Send Push by Techulus message for new Daily.co event
Daily.co logo
WhatsApp logo
Send WhatsApp message for new Daily.co event
Activate
Daily.co logo
Vonage SMS API logo
Send Vonage SMS API message for new Daily.co event
Daily.co logo
Gravitec.net logo
Send Gravitec.net notification for new Daily.co event
Daily.co logo
SMS Alert logo
Send SMS Alert message for new Daily.co event
Daily.co logo
Push by Techulus logo
Send Push by Techulus message for new Daily.co event
Daily.co logo
WhatsApp logo
Send WhatsApp message for new Daily.co event
Activate

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
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Daily.co or Workbooks CRM With 1400+ Other Apps

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Workbooks CRM
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