Gift Up! + Workbooks CRM Integration

Connect Gift Up! to Workbooks CRM in 1 click

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1.
  • Gift Up!
    Order is created in Gift Up! Instant
  • Gift Up!
    Gift card is created in Gift Up! Instant
  • Gift Up!
    Gift card is redeemed in Gift Up! Instant
  • Gift Up!
    Gift card is updated in Gift Up! 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
    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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Ready Workflows Ready Workflows   for Gift Up! + Workbooks CRM Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Gift Up!  + Workbooks CRM Integration

Create Workbooks CRM contact from new Gift Up! order

As an online store owner, you're likely using Gift Up! to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Gift Up! with Workbooks CRM? This integration will allow you to automatically create a contact for each new order in Workbooks CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Automations

Top 10 Most Popular Gift Up! Automations from
Integrately Community

Just click on the workflow you want to automate

Gift Up!  logo
Telegram logo
Send message from Telegram when order is created in Gift Up!
Activate
Gift Up!  logo
Teachable logo
Create Teachable contact for new Gift Up! order
Activate
Gift Up!  logo
WordPress logo
Create WordPress post for new Gift Up! order
Activate
Netlify logo
Gift Up!  logo
Create Gift Up! order for new Netlify form submission
Activate
Stripe logo
Gift Up!  logo
Create Gift Up! order for new Stripe charge
Activate
Gift Up!  logo
Telegram logo
Send message from Telegram when order is created in Gift Up!
Activate
Gift Up!  logo
Teachable logo
Create Teachable contact for new Gift Up! order
Activate
Gift Up!  logo
WordPress logo
Create WordPress post for new Gift Up! order
Activate
Netlify logo
Gift Up!  logo
Create Gift Up! order for new Netlify form submission
Activate
Stripe logo
Gift Up!  logo
Create Gift Up! order for new Stripe charge
Activate
Embudos.ai logo
Gift Up!  logo
Create Gift Up! order for new Embudos.ai response
Contact Form 7 logo
Gift Up!  logo
Create Gift Up! order for new Contact Form 7 form submission
Thrive Themes (Thrive Automator) logo
Gift Up!  logo
Create Gift Up! order for new Thrive Themes (Thrive Automator) form
BlankBlocks logo
Gift Up!  logo
Create Gift Up! order for new BlankBlocks response
Pagemaker logo
Gift Up!  logo
Create Gift Up! order for new Pagemaker form submission
Embudos.ai logo
Gift Up!  logo
Create Gift Up! order for new Embudos.ai response
Contact Form 7 logo
Gift Up!  logo
Create Gift Up! order for new Contact Form 7 form submission
Thrive Themes (Thrive Automator) logo
Gift Up!  logo
Create Gift Up! order for new Thrive Themes (Thrive Automator) form
BlankBlocks logo
Gift Up!  logo
Create Gift Up! order for new BlankBlocks response
Pagemaker logo
Gift Up!  logo
Create Gift Up! order for new Pagemaker 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
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Want to automate something else in your workflow?

You Can Also Connect Gift Up! or Workbooks CRM With 1400+ Other Apps

Gift Up!
Gift Up!
GiftUp is a very easy way to sell gift cards/certificates for your services/products directly on your website. Your customers will be able to buy them and then redeem the code at checkout, no matter where you are selling!
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.