Create Krozu card for new Workbooks CRM contact
Workbooks CRM + Krozu Integration
Workbooks CRM + Krozu Integration
Connect Workbooks CRM to Krozu in 1 click
Free forever.Use premium features free for 14 days.1.
Task is created 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
- Credit note is posted 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
New card created in list in Krozu- New card created in board in Krozu
- New comment added to card in Krozu
- Card is overdue in Krozu
- New list added in board in Krozu
- Checklist item added in checklist in Krozu
- New invitation generated for user in Krozu
- Card setting changed in Krozu
- Checkmark added to checklist item in Krozu
- Board setting changed in Krozu
- New message added to board in Krozu
- New notification is generated for user in Krozu
- Board is overdue in Krozu
- Checklist added to card in Krozu
2.
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Ready Workflows for Workbooks CRM + Krozu Integration
Just click on the workflow you want to automate
Most popular automations
Create Krozu checklist for new Workbooks CRM contact
When you create a new contact in Workbooks CRM, this automation will automatically create a related checklist in Krozu. This makes it easy to track the progress of your contact's information and keep everything organized.
You can customize your Krozu board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Workbooks CRM and Krozu!
See moreYou can customize your Krozu board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Workbooks CRM and Krozu!
Create Workbooks CRM task for new Krozu checklist
Are you looking for a way to keep track of your sales process and create task for yourself in Workbooks CRM? If so, you'll be glad to know that you can use Krozu to create checklist of the steps in your sales process, and then create task in Workbooks CRM for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
See moreThis automation will help you stay organized and make sure that no steps are forgotten.
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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 Krozu Automations from
Integrately Community
Most popular
01
Create Zoho Analytics row for new Krozu card
02
Create Krozu card for new TMetric task
03
Send Brevo (Sendinblue) email for new Krozu card
04
Send Microsoft Outlook email for new Krozu card
05
Send Slack message for new Krozu card
Most popular
01
Create Zoho Analytics row for new Krozu card
02
Create Krozu card for new TMetric task
03
Send Brevo (Sendinblue) email for new Krozu card
04
Send Microsoft Outlook email for new Krozu card
05
Send Slack message for new Krozu card
06
Send Slack message for new Krozu card
07
Send WATI message for new Krozu card
08
Send WA Toolbox message for new Krozu card
09
Send SMS Idea message for new Krozu card
10
Send Telnyx message for new Krozu card
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2
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3
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Connect Workbooks CRM + Krozu Now 
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Want to automate something else in your workflow?
You Can Also Connect Workbooks CRM or Krozu 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.
Krozu
Krozu is a perfect replacement for traditional project management tools. It is a visual project management tool makes sure that your team can effectively plan, collaborate, coordinate and deliver on time.
