Workbooks CRM + Gmail Integration

Connect Workbooks CRM to Gmail in 1 click

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1.
  • 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
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Gmail
    Email is received in Gmail
  • Gmail
    Label is added to email in Gmail
  • Gmail
    New email is starred in Gmail
  • Gmail
    Email matching search is received in Gmail
  • Gmail
    Thread is started in Gmail
  • Gmail
    Label is created in Gmail
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Gmail Integration

Just click on the workflow you want to automate

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

Send Gmail email for new Workbooks CRM contact

Anytime a new contact is added to your Workbooks CRM, automatically send them a email through Gmail letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Workbooks CRM - Gmail integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Workbooks CRM + Gmail Integration

Send Gmail email for new Workbooks CRM task

With this Workbooks CRM - Gmail integration, whenever a new task is created in Workbooks CRM, email will be sent via Gmail. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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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 Gmail Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft Outlook logo
Gmail logo
Send Gmail email for new Microsoft Outlook event
02
SQL Server logo
Gmail logo
Send Gmail email for new SQL Server row
03
Gmail logo
Google Chat logo
Send Google Chat message for new email received in Gmail
04
Gmail logo
Microsoft Outlook logo
Create Microsoft Outlook event from new Gmail email
05
Xero logo
Gmail logo
Send Gmail email for new Xero payment
cloud
Gmail
app integration
06
ChargeOver logo
Perplexity AI logo
Gmail logo
Use AI to automate Gmail replies when Quote is created in ChargeOver
07
CompanyHub logo
Gmail logo
Email It logo
When Record is created (Custom Table) in CompanyHub > Send email in Gmail > Send email in Email It
08
CompanyHub logo
Email It logo
Gmail logo
When Record is created (Custom Table) in CompanyHub > Send email in Email It > Send email in Gmail
09
CompanyHub logo
Gmail logo
Email It logo
When Record is created (Custom Table) in CompanyHub > Check any condition > (If found) > Send email in Gmail > Send email in Email It
10
CompanyHub logo
Email It logo
Gmail logo
When Record is created (Custom Table) in CompanyHub > Check any condition > (If found) > Send email in Email It > Send email in Gmail
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
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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
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750 Tasks
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Workbooks CRM or Gmail 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.
Gmail
Gmail
Gmail is the email that's intuitive, efficient, and useful. With its powerful email management features like spam protection, security, and search built in, Gmail keeps your messages safe, too.