Workbooks CRM + Hive Integration

Connect Workbooks CRM to Hive in 1 click

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1.
  • 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
  • Hive
    Action is created in Hive
  • Hive
    Action is updated in Hive
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Hive Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Workbooks CRM + Hive Integration

Send Hive message for new Workbooks CRM contact

Anytime a new contact is added to your Workbooks CRM, automatically send them a message through Hive 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 - Hive 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 + Hive Integration

Create Hive action for new Workbooks CRM contact

Workbooks CRM and Hive are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Workbooks CRM, do you also create a action in Hive? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Workbooks CRM + Hive Integration

Send Hive message for new Workbooks CRM task

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

Plus, you can customize the message 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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Workbooks CRM + Hive Integration

Create Hive action for new Workbooks CRM task

Workbooks CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Workbooks CRM. Hive is a great tool for this.

All you need to do is - integrate Hive with Workbooks CRM to create action in Hive automatically when certain task occur in Workbooks CRM. This can save you time by not having to manually create tasks in both systems.
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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 Hive Automations from
Integrately Community

Most popularmost-popular-automations
01
Hive logo
Google Calendar logo
Create Google Calendar event for new Hive action
02
Google Calendar logo
Hive logo
Create Hive action for new Google Calendar event
03
Notion logo
Hive logo
Create Hive action for new Notion database item
04
Notion logo
Hive logo
Send Hive message for new Notion database item
05
Trello logo
Hive logo
Send message from Hive for new message received in Trello
cloud
Hive
app integration
06
ClickSend SMS logo
Hive logo
Send message from Hive for new message received in ClickSend SMS
07
Twilio logo
Hive logo
Send message from Hive for new sms received in Twilio
08
Textgun SMS logo
Hive logo
Send message from Hive for new message received in Textgun SMS
09
WATI logo
Hive logo
Send message from Hive for new message received in WATI
10
WA Web Plus logo
Hive logo
Send message from Hive for new whatsapp event received in WA Web Plus
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How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
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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 Workbooks CRM or Hive 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.
Hive
Hive
Hive is a simple tool that enables you to connect all your different tools and services into one place. This way, it makes it easy to see what's going on in your team, and how things are progressing.