Desku.io + Workbooks CRM Integration

Connect Desku.io to Workbooks CRM in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Desku.io
    New ticket is created in Desku.io Instant
  • Desku.io
    Ticket tag changed in Desku.io Instant
  • Desku.io
    Ticket priority changed in Desku.io Instant
  • Desku.io
    Ticket agent is changed in Desku.io Instant
  • Desku.io
    Ticket status is changed in Desku.io Instant
  • Desku.io
    Customer is added or updated in Desku.io Instant
  • Desku.io
    New customer is added in Desku.io Instant
  • Desku.io
    Customer is updated in Desku.io Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • 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
    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
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows   for Desku.io + Workbooks CRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Desku.io + Workbooks CRM Integration

Create Workbooks CRM contact from new Desku.io ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Workbooks CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Workbooks CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Workbooks CRM.

This makes it easy to keep track of your support tickets and contacts in one place.
See more
  • 1of1
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 Desku.io Automations from
Integrately Community

Just click on the workflow you want to automate

Desku.io logo
WhatsApp logo
Send WhatsApp message for new Desku.io ticket
Activate
Desku.io logo
Brevo  (Sendinblue) logo
Send Brevo (Sendinblue) email for new Desku.io ticket
Desku.io logo
Microsoft Outlook logo
Send Microsoft Outlook email for new Desku.io ticket
Desku.io logo
Slack logo
Send Slack message for new Desku.io ticket
Desku.io logo
Slack logo
Send Slack message for new Desku.io ticket
Desku.io logo
WhatsApp logo
Send WhatsApp message for new Desku.io ticket
Activate
Desku.io logo
Brevo  (Sendinblue) logo
Send Brevo (Sendinblue) email for new Desku.io ticket
Desku.io logo
Microsoft Outlook logo
Send Microsoft Outlook email for new Desku.io ticket
Desku.io logo
Slack logo
Send Slack message for new Desku.io ticket
Desku.io logo
Slack logo
Send Slack message for new Desku.io ticket
Elementor Forms logo
Desku.io logo
Create Desku.io ticket for new Elementor Forms form submission
Desku.io logo
Elastic Email logo
Send Elastic Email message for new Desku.io ticket
Desku.io logo
Thankster logo
Send Thankster card for new Desku.io ticket
Desku.io logo
Gravitec.net logo
Send Gravitec.net notification for new Desku.io ticket
Desku.io logo
SMS Alert logo
Send SMS Alert message for new Desku.io ticket
Elementor Forms logo
Desku.io logo
Create Desku.io ticket for new Elementor Forms form submission
Desku.io logo
Elastic Email logo
Send Elastic Email message for new Desku.io ticket
Desku.io logo
Thankster logo
Send Thankster card for new Desku.io ticket
Desku.io logo
Gravitec.net logo
Send Gravitec.net notification for new Desku.io ticket
Desku.io logo
SMS Alert logo
Send SMS Alert message for new Desku.io ticket

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

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Want to automate something else in your workflow?

You Can Also Connect Desku.io or Workbooks CRM With 1400+ Other Apps

Desku.io
Desku.io
Desku is powerful helpdesk software that helps in managing customer support services. Get everything in one place, and streamline workflow by simply integrating thirdparty web apps using Integrately, without having to bother about writing any code.
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.