Workbooks CRM + Float Integration

Task is a necessary part of any business. It can be anything from making a phone call to writing a report. As your company grows, it's important to have the right tools in place to help manage your tasks.

Workbooks CRM and Float are two great tools that can help you get organized and stay on track. When you create a task in Workbooks CRM, this automation will automatically create a corresponding task in Float so you can start tracking your time immediately.

Having everything all in one place makes it easy to keep track of what you need to do and how much time you're spending on each task. Give this Workbooks CRM and Float integration a try today and see how they can help streamline your workflow!

Have you ever wished that you could sync your Float task with your Workbooks CRM task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Float, a matching task will be created in Workbooks CRM. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Float and Workbooks CRM accounts.