Workbooks CRM + Iterate Integration

When someone completes your Iterate, a new contact is automatically created in your Workbooks CRM. This way, you can quickly follow up with the survey and turn them into a customer!

Plus, all of the information from the Iterate is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Iterate - Workbooks CRM integration set up makes it easy to manage your customer relationships and grow your business.

It's important to stay on top of your customer relationships, and one way to do that is to create Workbooks CRM tasks for new Iterate surveys received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Workbooks CRM task for new Iterate survey received today - your customers will thank you for it!