Order Desk + Workbooks CRM Integration

Connect Order Desk to Workbooks CRM in 1 click

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1.
  • Order Desk
    Order is created in Order Desk
  • Order Desk
    Order folder is changed in Order Desk
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • 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
    Person 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
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
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2.

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Ready Workflows Ready Workflows   for Order Desk + Workbooks CRM Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Order Desk + Workbooks CRM Integration

Create Workbooks CRM contact from new Order Desk order

As an online store owner, you're likely using Order Desk to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Order Desk with Workbooks CRM? This integration will allow you to automatically create a contact for each new order in Workbooks CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Automations

Top 10 Most Popular Order Desk Automations from
Integrately Community

Just click on the workflow you want to automate

Order Desk logo
Bubble logo
Create Bubble data thing for new Order Desk order
Activate
Order Desk logo
Google Sheets logo
Create Google Sheets row for new Order Desk order
Activate
Elementor Forms logo
Order Desk logo
Create Order Desk order for new Elementor Forms form submission
Order Desk logo
CompanyHub logo
Create CompanyHub record for new Order Desk order
Activate
Webflow (Legacy) logo
Order Desk logo
Create Order Desk order for new Webflow form submission
Order Desk logo
Bubble logo
Create Bubble data thing for new Order Desk order
Activate
Order Desk logo
Google Sheets logo
Create Google Sheets row for new Order Desk order
Activate
Elementor Forms logo
Order Desk logo
Create Order Desk order for new Elementor Forms form submission
Order Desk logo
CompanyHub logo
Create CompanyHub record for new Order Desk order
Activate
Webflow (Legacy) logo
Order Desk logo
Create Order Desk order for new Webflow form submission
Simvoly logo
Order Desk logo
Create Order Desk order for new Simvoly form submission
Embudos.ai logo
Order Desk logo
Create Order Desk order for new Embudos.ai response
Contact Form 7 logo
Order Desk logo
Create Order Desk order for new Contact Form 7 form submission
BlankBlocks logo
Order Desk logo
Create Order Desk order for new BlankBlocks response
Pagemaker logo
Order Desk logo
Create Order Desk order for new Pagemaker form submission
Simvoly logo
Order Desk logo
Create Order Desk order for new Simvoly form submission
Embudos.ai logo
Order Desk logo
Create Order Desk order for new Embudos.ai response
Contact Form 7 logo
Order Desk logo
Create Order Desk order for new Contact Form 7 form submission
BlankBlocks logo
Order Desk logo
Create Order Desk order for new BlankBlocks response
Pagemaker logo
Order Desk logo
Create Order Desk order for new Pagemaker form submission

Top 10 Most Popular Workbooks CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Workbooks CRM logo
Google Sheets logo
Create Google Sheets row for new Workbooks CRM contact
02
Google Sheets logo
Workbooks CRM logo
Create Workbooks CRM contact for new Google Sheets row
03
Workbooks CRM logo
HubSpot logo
Create HubSpot contact for new Workbooks CRM contact
04
Workbooks CRM logo
HubSpot logo
Create HubSpot deal from new Workbooks CRM contact
05
Workbooks CRM logo
HubSpot logo
Create HubSpot task for new Workbooks CRM contact
cloud
Workbooks CRM
app integration
06
Workbooks CRM logo
HeyReach(In Review) logo
Create HeyReach(In Review) contact for new Workbooks CRM contact
07
Refiner logo
Workbooks CRM logo
Create Workbooks CRM contact for new Refiner form submission
08
Refiner logo
Workbooks CRM logo
Create Workbooks CRM task for new Refiner form submission
09
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM contact
10
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM task
How Integrately Works?

How Integrately Works?

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

You Can Also Connect Order Desk or Workbooks CRM With 1400+ Other Apps

Order Desk
Order Desk
Order Desk allows you to design your own workflow for order creation and management. Our software gives you all the tools and features to boost your productivity, increase sales and reduce errors.
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.