Workbooks CRM + Patreon Integration

Connect Workbooks CRM to Patreon in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
    New sales lead 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
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Patreon
    Member is created in Patreon Instant
  • Patreon
    Member is deleted in Patreon Instant
  • Patreon
    Member is updated in Patreon Instant
  • Patreon
    Pledge on a membership is created in Patreon Instant
  • Patreon
    Pledge on a membership is updated in Patreon Instant
  • Patreon
    Pledge on a membership is deleted in Patreon Instant
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Patreon Integration

Just click on the workflow you want to automate

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

Create Workbooks CRM contact for new Patreon member

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 Patreon member 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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Patreon + Workbooks CRM Integration

Create Workbooks CRM task for new Patreon member

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

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(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 Patreon Automations from
Integrately Community

Most popularmost-popular-automations
01
Patreon logo
Telegram logo
Share new Patreon order via Telegram message
02
Patreon logo
Shopify logo
Create Shopify customer for new Patreon member
03
Patreon logo
Dropbox logo
Create Dropbox folder for new Patreon member
04
Patreon logo
Razorpay logo
Create Razorpay contact for new Patreon order
05
Patreon logo
Stripe logo
Create Stripe contact for new Patreon member
cloud
Patreon
app integration
06
Patreon logo
MemberPress logo
Create MemberPress member for new Patreon member
07
Patreon logo
Zoom logo
Create Zoom webinar registrant for new Patreon member
08
Patreon logo
WooCommerce logo
Create WooCommerce customer for new Patreon member
09
Patreon logo
WordPress logo
Create WordPress user for new Patreon member
10
Patreon logo
AWeber logo
Create AWeber contact for new Patreon order
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
😐
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 Patreon 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.
Patreon
Patreon
Patreon started as a way for creators to get paid by their fans. Today it's used by thousands of creators worldwide — from YouTubers to podcasters, writers, webcomics, game developers and more — to bring in sustainable income.