Workbooks CRM + Knack Integration

Connect Workbooks CRM to Knack in 1 click

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1.
  • 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
    Credit note is posted 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
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Knack
    Record is created in Knack
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Knack Integration

Just click on the workflow you want to automate

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

Create Knack record for new Workbooks CRM contact

When a new contact is created in your Workbooks CRM, you can automatically create a record for them in your Knack. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Knack + Workbooks CRM Integration

Create Workbooks CRM contact for new Knack record

Automatically creating Workbooks CRM contact records for new Knack record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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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 Knack Automations from
Integrately Community

Most popularmost-popular-automations
01
Knack logo
Pronnel logo
Create Pronnel item for new Knack record
02
Pronnel logo
Knack logo
Create Knack record for new Pronnel item
03
Knack logo
Microsoft Outlook logo
Create Microsoft Outlook event for new Knack record
04
Knack logo
Firebase / Firestore logo
Create Firebase / Firestore record for new Knack record
05
Fusioo logo
Knack logo
Create Knack record for new Fusioo record
cloud
Knack
app integration
06
Jira Software Cloud logo
Knack logo
Create Knack record from new Jira Software Cloud issue
07
Knack logo
Zoho Meeting logo
Create Zoho Meeting meeting for new Knack record
08
Zoho Meeting logo
Knack logo
Create Knack record for new Zoho Meeting meeting
09
Knack logo
Gallabox logo
Send Gallabox message for new Knack record
10
Flexmail logo
EmailVerify.io logo
Knack logo
When Contact is subscribed to interest in Flexmail > Verify email in EmailVerify.io > Check any condition > (If condition matches) > Unsubscribe a contact in Flexmail > Create record in Knack
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
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
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Workbooks CRM or Knack 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.
Knack
Knack
Knack is a versatile no-code platform for creating custom business applications and educational tools. You can easily create, update, and find records, streamlining data management for your unique needs.