Workbooks CRM + Optinly Integration

Connect Workbooks CRM to Optinly in 1 click

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1.
  • Workbooks CRM
    Task is created 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
    Invoice is complete and its status is posted 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
    Case is created in Workbooks CRM Instant
  • Optinly
    Subscriber is added to a campaign in Optinly Instant
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Optinly Integration

Just click on the workflow you want to automate

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

Create Workbooks CRM contact for new Optinly 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 Optinly 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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Optinly + Workbooks CRM Integration

Create Workbooks CRM task for new Optinly contact

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

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 logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot 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 logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM task

Top 10 Most Popular Optinly Automations from
Integrately Community

Most popularmost-popular-automations
01
Optinly logo
Shopify logo
Create Shopify customer for new Optinly contact
02
Optinly logo
Chatwork logo
Send Chatwork message for new Optinly contact
03
Optinly logo
Cisco Webex (Teams) logo
Send Cisco Webex (Teams) message for new Optinly contact
04
Optinly logo
Twist logo
Send Twist message for new Optinly contact
05
Optinly logo
Zulip logo
Send Zulip message for new Optinly contact
cloud
Optinly
app integration
06
Optinly logo
Google Chat logo
Send Google Chat message for new Optinly contact
07
Optinly logo
Zoho Sheet logo
Create Zoho Sheet row for new Optinly contact
08
Optinly logo
Zendesk Sell logo
Create Zendesk Sell deal for new Optinly contact
09
Optinly logo
Groove logo
Create Groove ticket for new Optinly contact
10
Optinly logo
Assembla logo
Create Assembla ticket for new Optinly contact
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
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750 Tasks
in $19.99
Integrately
😍
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 Optinly 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.
Optinly
Optinly
Optinly is a lead generation tool that allows you to easily create highly targeted popups that convert. Create beautiful, engaging and fun popups in minutes with no design or development skills required!