Workbooks CRM + Malcolm! Integration
Connect Workbooks CRM to Malcolm! in 1 click
Free forever.Use premium features free for 14 days.1.
Task is created in Workbooks CRM Instant- Marketing campaign is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
- Invoice is complete and its status is posted in Workbooks CRM Instant
- Credit note is posted in Workbooks CRM Instant
- New sales lead is created in Workbooks CRM Instant
- Person is created in Workbooks CRM Instant
- Organization is created in Workbooks CRM Instant
- Case is created in Workbooks CRM Instant
Workflow is completed in Malcolm! 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 Malcolm! Automations from
Integrately Community
Most popular
01
Share new Malcolm! workflow via Chatwork message
02
Share new Malcolm! workflow via Slack message
03
Create ClickUp task from new Malcolm! workflow
04
Create ClickUp space from new Malcolm! workflow
05
Create Flowlu task from new Malcolm! workflow
Most popular
01
Share new Malcolm! workflow via Chatwork message
02
Share new Malcolm! workflow via Slack message
03
Create ClickUp task from new Malcolm! workflow
04
Create ClickUp space from new Malcolm! workflow
05
Create Flowlu task from new Malcolm! workflow
06
Create TMetric task from new Malcolm! workflow
07
Create Kintone record from new Malcolm! workflow
08
Create Clinked task from new Malcolm! workflow
09
Create Teamwork task from new Malcolm! workflow
10
Share new Malcolm! workflow via WATI message
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Workbooks CRM + Malcolm! Now 
In Just 1 Click!
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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Connect Workbooks CRM + Malcolm! Now
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Want to automate something else in your workflow?
You Can Also Connect Workbooks CRM or Malcolm! 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.
Malcolm!
Customer self service made easy. Create Workflows (digital no code forms) to collect information & record choices from your customers. Use Integrately to route that data into thousands of other apps.
