Workbooks CRM + Lodgify Integration

Connect Workbooks CRM to Lodgify in 1 click

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1.
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • 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
    New sales lead is created 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
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Lodgify
    Booking is created in Lodgify Instant
  • Lodgify
    Booking status is changed to booked in Lodgify Instant
  • Lodgify
    Booking is updated in Lodgify Instant
  • Lodgify
    Booking status is changed to open in Lodgify Instant
  • Lodgify
    Booking status is changed to declined in Lodgify Instant
  • Lodgify
    Booking status is changed to tentative in Lodgify Instant
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Lodgify Integration

Just click on the workflow you want to automate

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

Create Workbooks CRM task for new Lodgify event

Creating task in Workbooks CRM is a great way to keep track of task that need to be completed when an event is created in your Lodgify account.

With the help of this integration, when an event is created, a task will be automatically created in Workbooks CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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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 Lodgify Automations from
Integrately Community

Most popularmost-popular-automations
01
Lodgify logo
WordPress logo
Create WordPress post for new Lodgify event
02
Lodgify logo
WhatsApp logo
Send WhatsApp message for new Lodgify event
03
Lodgify logo
Webflow (Legacy) logo
Create Webflow post for new Lodgify event
04
Lodgify logo
Shopify logo
Create Shopify article for new Lodgify event
05
Lodgify logo
Quickbooks Online logo
Create Quickbooks Online invoice for new Lodgify event
cloud
Lodgify
app integration
06
Lodgify logo
Telegram logo
Send Telegram message for new Lodgify event
07
Lodgify logo
SMS Alert logo
Send SMS Alert message for new Lodgify event
08
Lodgify logo
Push by Techulus logo
Send Push by Techulus message for new Lodgify event
09
Lodgify logo
Ziper logo
Send Ziper message for new Lodgify event
10
Lodgify logo
Elastic Email logo
Send Elastic Email message for new Lodgify event
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How Integrately Works?

1
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2
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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 Lodgify 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.
Lodgify
Lodgify
Lodgify is the ultimate DIY platform for vacation rental management. It helps property owners, who are not tech-savvy, set up a professional online presence with their own website and manage bookings online.