Workbooks CRM + Infinity Integration
Connect Workbooks CRM to Infinity in 1 click
Free forever.Use premium features free for 14 days.1.
Person is created in Workbooks CRM Instant- New sales lead is created in Workbooks CRM Instant
- Credit note is posted in Workbooks CRM Instant
- Invoice is complete and its status is posted in Workbooks CRM Instant
- Task is created in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Marketing campaign is created in Workbooks CRM Instant
- Organization is created in Workbooks CRM Instant
- Case is created in Workbooks CRM Instant
Item is created in Infinity Instant- Item is updated in Infinity Instant
- Folder is created in Infinity
- Comment is created in Infinity Instant
- Comment is updated in Infinity Instant
- Board is created in Infinity
- Member is created in Infinity
2.
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Our team can create automations for you... At no extra cost!
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Top 10 Most Popular Workbooks CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Top 10 Most Popular Infinity Automations from
Integrately Community
Most popular
01
Send Telegram message for new Infinity item
02
Send WhatsApp message for new Infinity item
03
Create Google Sheets row for new Infinity item
04
Send SMS Online Live Support message for new Infinity item
05
Create Notion database item for new Infinity item
Most popular
01
Send Telegram message for new Infinity item
02
Send WhatsApp message for new Infinity item
03
Create Google Sheets row for new Infinity item
04
Send SMS Online Live Support message for new Infinity item
05
Create Notion database item for new Infinity item
06
Create Flowlu task for new Infinity item
07
Create Todoist task for new Infinity item
08
Send Slack message for new Infinity item
09
Create Clockify project from new Infinity board
10
Create ClickUp task for new Infinity item
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Workbooks CRM + Infinity Now 
In Just 1 Click!
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Want to automate something else in your workflow?
You Can Also Connect Workbooks CRM or Infinity With 1400+ Other Apps
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.
Infinity
Infinity is a platform for managing your projects and ideas. It gives you the freedom to organize the way you want, with no limits on number of projects or users as well as storage space.
