Workbooks CRM + MessageBird Integration

Connect Workbooks CRM to MessageBird in 1 click

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1.
  • 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
    Credit note is posted 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
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + MessageBird Integration

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

Create MessageBird contact for new Workbooks CRM contact

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

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

Send MessageBird message for new Workbooks CRM contact

Anytime a new contact is added to your Workbooks CRM, automatically send them a message through MessageBird 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 - MessageBird 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!
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Workbooks CRM + MessageBird Integration

Send MessageBird message for new Workbooks CRM task

With this Workbooks CRM - MessageBird integration, whenever a new task is created in Workbooks CRM, message will be sent via MessageBird. 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.
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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 MessageBird Automations from
Integrately Community

Most popularmost-popular-automations
01
Autopilot logo
MessageBird logo
Create MessageBird contact for new Autopilot contact
02
Autopilot logo
MessageBird logo
Send MessageBird message for new Autopilot contact
03
Elementor Forms logo
MessageBird logo
Send MessageBird message for new Elementor Forms form submission
04
WhatsApp logo
MessageBird logo
Send message from MessageBird for new message received in WhatsApp
05
Simvoly logo
MessageBird logo
Send MessageBird message for new Simvoly form submission
cloud
MessageBird
app integration
06
ClickSend SMS logo
MessageBird logo
Send message from MessageBird for new message received in ClickSend SMS
07
Webflow (Legacy) logo
MessageBird logo
Create MessageBird contact for new Webflow form submission
08
Landbot logo
MessageBird logo
Create MessageBird contact for new Landbot response
09
Clockify logo
MessageBird logo
Send MessageBird message for new Clockify task
10
ActiveDEMAND logo
MessageBird logo
Send MessageBird message for new ActiveDEMAND contact
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How Integrately Works?

1
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2
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3
Automation is ready
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Want to automate something else in your workflow?

You Can Also Connect Workbooks CRM or MessageBird 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.
MessageBird
MessageBird
MessageBird is your gateway to global communication. We enable you to create, send, receive and track your messages all over the world – entirely in your own language.