Workbooks CRM + PeerBoard Integration
Connect Workbooks CRM to PeerBoard in 1 click
Free forever.Use premium features free for 14 days.1.
Person is created in Workbooks CRM Instant- New sales lead is created in Workbooks CRM Instant
- Credit note is posted in Workbooks CRM Instant
- Invoice is complete and its status is posted in Workbooks CRM Instant
- Task is created in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Marketing campaign is created in Workbooks CRM Instant
- Case is created in Workbooks CRM Instant
- Organization is created in Workbooks CRM Instant
Post is created in PeerBoard- Member is created in PeerBoard
- Member is blocked in PeerBoard
2.
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Our team can create automations for you... At no extra cost!
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Top 10 Most Popular Workbooks CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Top 10 Most Popular PeerBoard Automations from
Integrately Community
Most popular
01
Send Chatwork message for new PeerBoard post
02
Create WordPress post for new PeerBoard post
03
Send Zoho Cliq message for new PeerBoard post
04
Create Google Drive file from new PeerBoard post
05
Create Webflow post for new PeerBoard post
Most popular
01
Send Chatwork message for new PeerBoard post
02
Create WordPress post for new PeerBoard post
03
Send Zoho Cliq message for new PeerBoard post
04
Create Google Drive file from new PeerBoard post
05
Create Webflow post for new PeerBoard post
06
Create Blogger post for new PeerBoard post
07
Send Mocean API message for new PeerBoard post
08
Create Quickblog post for new PeerBoard post
09
Create Brilliant Directories post for new PeerBoard post
10
Create Rentvine file from new PeerBoard post
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Workbooks CRM + PeerBoard Now 
In Just 1 Click!
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Want to automate something else in your workflow?
You Can Also Connect Workbooks CRM or PeerBoard With 1400+ Other Apps
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.
PeerBoard
PeerBoard helps build a network of experts to share knowledge and interact with each other. It is a user-friendly platform that allows members to engage in discussions, create polls and quizzes, share content, bookmark websites, and much more!
