Workbooks CRM + Lexoffice Integration

Connect Workbooks CRM to Lexoffice in 1 click

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1.
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Invoice is complete and its status is posted in Workbooks CRM Instant
  • Workbooks CRM
    Marketing campaign is created in Workbooks CRM Instant
  • Workbooks CRM
    Meeting is created in Workbooks CRM Instant
  • Workbooks CRM
    Product is created in Workbooks CRM Instant
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Lexoffice
    Delivery note is created in Lexoffice Instant
  • Lexoffice
    Contact is created in Lexoffice Instant
  • Lexoffice
    Contact is changed in Lexoffice Instant
  • Lexoffice
    Contact is deleted in Lexoffice Instant
  • Lexoffice
    Invoice is created in Lexoffice Instant
  • Lexoffice
    Invoice is changed in Lexoffice Instant
  • Lexoffice
    Invoice is deleted in Lexoffice Instant
  • Lexoffice
    Quotation is created in Lexoffice Instant
  • Lexoffice
    Quotation is changed in Lexoffice Instant
  • Lexoffice
    Quotation status is changed in Lexoffice Instant
  • Lexoffice
    Quotation is deleted in Lexoffice Instant
  • Lexoffice
    Order confirmation is created in Lexoffice Instant
  • Lexoffice
    Voucher is created in Lexoffice Instant
  • Lexoffice
    Invoice status is changed in Lexoffice Instant
  • Lexoffice
    Voucher status is changed in Lexoffice Instant
  • Lexoffice
    Order confirmation status is changed in Lexoffice Instant
  • Lexoffice
    Credit note is created in Lexoffice Instant
  • Lexoffice
    Credit note is changed in Lexoffice Instant
  • Lexoffice
    Credit note status is changed in Lexoffice Instant
  • Lexoffice
    Credit note is deleted in Lexoffice Instant
  • Lexoffice
    Voucher is changed in Lexoffice Instant
  • Lexoffice
    Voucher is deleted in Lexoffice Instant
  • Lexoffice
    Order confirmation is changed in Lexoffice Instant
  • Lexoffice
    Order confirmation is deleted in Lexoffice Instant
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Lexoffice Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Workbooks CRM + Lexoffice Integration

Create Lexoffice contact for new Workbooks CRM contact

If you're using Workbooks CRM to manage your sales leads, it's important to also use Lexoffice to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Workbooks CRM, a corresponding contact will automatically be created in Lexoffice.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Lexoffice + Workbooks CRM Integration

Create Workbooks CRM contact for new Lexoffice contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Workbooks CRM contact and Lexoffice contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Lexoffice + Workbooks CRM Integration

Create Workbooks CRM task for new Lexoffice contact

Workbooks CRM and Lexoffice are two powerful cloud-based tools that can be used to improve business productivity. Using this Workbooks CRM - Lexoffice integration, you can automatically create task in Workbooks CRM whenever a new contact is created in Lexoffice.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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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 Lexoffice Automations from
Integrately Community

Most popularmost-popular-automations
01
Lexoffice logo
Notion logo
Update Notion database item for new Lexoffice contact
02
Lexoffice logo
Stripe logo
Create Stripe contact for new Lexoffice contact
03
Lexoffice logo
Google Calendar logo
Create Google Calendar event for new Lexoffice contact
04
Lexoffice logo
Notion logo
Create Notion database item for new Lexoffice contact
05
Lexoffice logo
WHMCS logo
Create WHMCS ticket for new Lexoffice contact
cloud
Lexoffice
app integration
06
Lexoffice logo
Zoho CRM logo
Update Zoho CRM module for new Lexoffice contact
07
Lexoffice logo
Pushover logo
Send Pushover notification for new Lexoffice contact
08
Lexoffice logo
Zulip logo
Send Zulip message for new Lexoffice contact
09
Lexoffice logo
Zenkit logo
Create Zenkit item for new Lexoffice contact
10
Lexoffice logo
Bitrix24 logo
Create Bitrix24 deal for new Lexoffice contact
How Integrately Works?

How Integrately Works?

1
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2
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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 Lexoffice 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.
Lexoffice
Lexoffice
Lexoffice is the first accounting software for freelancers and small businesses that offers you flexibility and mobile-first approach. Our team has built a beautiful, simple app that makes managing your business easy.