Workbooks CRM + Delighted Integration

Connect Workbooks CRM to Delighted in 1 click

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1.
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    Invoice is complete and its status 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
    Credit note is posted in Workbooks CRM 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
  • Delighted
    New survey response is received in Delighted Instant
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Delighted Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Delighted + Workbooks CRM Integration

Create Workbooks CRM contact for new Delighted response

When someone completes your Delighted, a new contact is automatically created in your Workbooks CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Delighted is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Delighted - Workbooks CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Delighted + Workbooks CRM Integration

Create Workbooks CRM task for new Delighted response

It's important to stay on top of your customer relationships, and one way to do that is to create Workbooks CRM tasks for new Delighted responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Workbooks CRM task for new Delighted response received today - your customers will thank you for it!
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Automations

Top 10 Most Popular Workbooks CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Workbooks CRM logo
Google Sheets logo
Create Google Sheets row for new Workbooks CRM contact
Google Sheets logo
Workbooks CRM logo
Create Workbooks CRM contact for new Google Sheets row
Workbooks CRM logo
HubSpot logo
Create HubSpot contact for new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot deal from new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot task for new Workbooks CRM contact
Workbooks CRM logo
Google Sheets logo
Create Google Sheets row for new Workbooks CRM contact
Google Sheets logo
Workbooks CRM logo
Create Workbooks CRM contact for new Google Sheets row
Workbooks CRM logo
HubSpot logo
Create HubSpot contact for new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot deal from new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot task for new Workbooks CRM contact
Workbooks CRM logo
HeyReach(In Review) logo
Create HeyReach(In Review) contact for new Workbooks CRM contact
Refiner logo
Workbooks CRM logo
Create Workbooks CRM contact for new Refiner form submission
Refiner logo
Workbooks CRM logo
Create Workbooks CRM task for new Refiner form submission
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM task
Workbooks CRM logo
HeyReach(In Review) logo
Create HeyReach(In Review) contact for new Workbooks CRM contact
Refiner logo
Workbooks CRM logo
Create Workbooks CRM contact for new Refiner form submission
Refiner logo
Workbooks CRM logo
Create Workbooks CRM task for new Refiner form submission
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM task

Top 10 Most Popular Delighted Automations from
Integrately Community

Most popularmost-popular-automations
01
Delighted logo
Salesforce logo
Create Salesforce record for new Delighted response
02
Delighted logo
CompanyHub logo
Create CompanyHub record for new Delighted response
03
Delighted logo
Zoho CRM logo
Create Zoho CRM module for new Delighted response
04
Delighted logo
Notion logo
Create Notion database item for new Delighted response
05
Delighted logo
Stackby logo
Create Stackby row for new Delighted response
cloud
Delighted
app integration
06
Delighted logo
Smartsheet logo
Create Smartsheet row for new Delighted response
07
Delighted logo
Ninox logo
Create Ninox record for new Delighted response
08
Delighted logo
Coda logo
Create Coda row for new Delighted response
09
Delighted logo
Zoho Analytics logo
Create Zoho Analytics row for new Delighted response
10
Delighted logo
Microsoft Excel logo
Create Microsoft Excel row for new Delighted response
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 Workbooks CRM or Delighted With 1400+ Other Apps

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.
Delighted
Delighted
Delighted is the easiest and most beautiful way to measure customer happiness. It delivers a single feedback survey to your customers after every interaction, so you can understand how they feel about your product or service.