Workbooks CRM + Manychat Integration

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

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

Anytime a new contact is added to your Workbooks CRM, automatically send them a message through Manychat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Workbooks CRM - Manychat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!

With this Workbooks CRM - Manychat integration, whenever a new task is created in Workbooks CRM, message will be sent via Manychat. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.

When someone completes your Manychat, a new contact is automatically created in your Workbooks CRM. This way, you can quickly follow up with the external request and turn them into a customer!

Plus, all of the information from the Manychat is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Manychat - Workbooks CRM integration set up makes it easy to manage your customer relationships and grow your business.

It's important to stay on top of your customer relationships, and one way to do that is to create Workbooks CRM tasks for new Manychat external requests received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Workbooks CRM task for new Manychat external request received today - your customers will thank you for it!