plug&paid + Workbooks CRM Integration

Connect plug&paid to Workbooks CRM in 1 click

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1.
  • plug&paid
    Sale is created in plug&paid Instant
  • plug&paid
    Order is marked as shipped in plug&paid Instant
  • plug&paid
    Order tracking is set in plug&paid Instant
  • plug&paid
    Order is declined in plug&paid Instant
  • plug&paid
    Order is refunded in plug&paid Instant
  • plug&paid
    Customer is created in plug&paid Instant
  • plug&paid
    Recurring subscription sale is created in plug&paid Instant
  • plug&paid
    Subscription is cancelled in plug&paid Instant
  • plug&paid
    Cart is abandoned in plug&paid Instant
  • plug&paid
    Invoice is marked as paid in plug&paid Instant
  • plug&paid
    Recurring charges is failed in plug&paid Instant
  • plug&paid
    Product is created in plug&paid Instant
  • plug&paid
    Product is updated in plug&paid Instant
  • plug&paid
    Product is deleted in plug&paid Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • 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
    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
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
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2.

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Ready Workflows Ready Workflows   for plug&paid + Workbooks CRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
plug&paid + Workbooks CRM Integration

Create Workbooks CRM contact from new plug&paid customer

If you're an ecommerce business owner who uses plug&paid to power your online store, you'll be happy to know that when a new contact is created in Workbooks CRM, this automation will automatically create a customer in plug&paid.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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plug&paid + Workbooks CRM Integration

Create Workbooks CRM contact from new plug&paid order

As an online store owner, you're likely using plug&paid 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 plug&paid 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 plug&paid Automations from
Integrately Community

Just click on the workflow you want to automate

plug&paid logo
ActiveCampaign logo
Create ActiveCampaign contact from new plug&paid customer
Activate
plug&paid logo
Stackby logo
Create Stackby row for new plug&paid order
Activate
plug&paid logo
Moosend logo
Create Moosend contact for new plug&paid order
Activate
plug&paid logo
Encharge logo
Create Encharge person for new plug&paid order
Activate
plug&paid logo
Gist logo
Create Gist contact for new plug&paid order
Activate
plug&paid logo
ActiveCampaign logo
Create ActiveCampaign contact from new plug&paid customer
Activate
plug&paid logo
Stackby logo
Create Stackby row for new plug&paid order
Activate
plug&paid logo
Moosend logo
Create Moosend contact for new plug&paid order
Activate
plug&paid logo
Encharge logo
Create Encharge person for new plug&paid order
Activate
plug&paid logo
Gist logo
Create Gist contact for new plug&paid order
Activate
plug&paid logo
SendFox logo
Create SendFox contact for new plug&paid customer
Activate
plug&paid logo
ActiveCampaign logo
Create ActiveCampaign contact for new plug&paid order
Activate
plug&paid logo
WordPress logo
Create WordPress post for new plug&paid product
Activate
plug&paid logo
Authorize.Net logo
Create Authorize.Net customer for new plug&paid customer
Activate
plug&paid logo
Heights Platform logo
Create Heights Platform contact for new plug&paid order
Activate
plug&paid logo
SendFox logo
Create SendFox contact for new plug&paid customer
Activate
plug&paid logo
ActiveCampaign logo
Create ActiveCampaign contact for new plug&paid order
Activate
plug&paid logo
WordPress logo
Create WordPress post for new plug&paid product
Activate
plug&paid logo
Authorize.Net logo
Create Authorize.Net customer for new plug&paid customer
Activate
plug&paid logo
Heights Platform logo
Create Heights Platform contact for new plug&paid order
Activate

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 logo
Create Copilot(Under review) task for new Workbooks CRM contact
10
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM task
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect plug&paid or Workbooks CRM With 1400+ Other Apps

plug&paid
plug&paid
plug&paid is a next-gen B2B and B2C eCommerce platform that helps you sell your products and services online. From creating the store to managing its operations, we can help you grow your business by driving more sales.
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.