Workbooks CRM + KanbanFlow Integration
Connect Workbooks CRM to KanbanFlow in 1 click
Free forever.Use premium features free for 14 days.1.
Task is created in Workbooks CRM Instant- Invoice is complete and its status is posted 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
- Credit note is posted in Workbooks CRM Instant
- Case is created in Workbooks CRM Instant
- Organization is created in Workbooks CRM Instant
- Person is created in Workbooks CRM Instant
- New sales lead is created in Workbooks CRM Instant
Task is created in KanbanFlow Instant- Task is moved in KanbanFlow Instant
2.
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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 KanbanFlow Automations from
Integrately Community
Most popular
01
Create Google Calendar event for new KanbanFlow task
02
Send WhatsApp message for new KanbanFlow task
03
Create Trello card for new KanbanFlow task
04
Send SMS Gateway Hub message for new KanbanFlow task
05
Send sendSMS message for new KanbanFlow task
Most popular
01
Create Google Calendar event for new KanbanFlow task
02
Send WhatsApp message for new KanbanFlow task
03
Create Trello card for new KanbanFlow task
04
Send SMS Gateway Hub message for new KanbanFlow task
05
Send sendSMS message for new KanbanFlow task
06
Create Chatwork task for new KanbanFlow task
07
Create Google Tasks task for new KanbanFlow task
08
Create Microsoft To-Do task for new KanbanFlow task
09
Send ManyChat message for new KanbanFlow task
10
Send Online Live Support message for new KanbanFlow task
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Workbooks CRM + KanbanFlow Now 
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750 Tasks
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Want to automate something else in your workflow?
You Can Also Connect Workbooks CRM or KanbanFlow 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.
KanbanFlow
KanbanFlow is a task management tool that makes work visual. It provides an intuitive interface to organize tasks into columns, manage workflow, and keep track of your projects. Work gets done in flow!
