Create Projectplace card for new Workbooks CRM contact
Workbooks CRM + Projectplace Integration
Workbooks CRM + Projectplace Integration
Connect Workbooks CRM to Projectplace in 1 click
Free forever.Use premium features free for 14 days.1.
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
- Person 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
Card is created in Projectplace- Card is moved to done/last column in Projectplace
2.
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Ready Workflows for Workbooks CRM + Projectplace Integration
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Most popular automation
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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 Projectplace Automations from
Integrately Community
Most popular
01
Create Projectplace card for new Notion database item
02
Create Projectplace card for new Jira Software Server issue
03
Create Projectplace card for new Typebot response
04
Create Projectplace card for new MailerLite Classic contact
05
Send Brevo (Sendinblue) email for new Projectplace card
Most popular
01
Create Projectplace card for new Notion database item
02
Create Projectplace card for new Jira Software Server issue
03
Create Projectplace card for new Typebot response
04
Create Projectplace card for new MailerLite Classic contact
05
Send Brevo (Sendinblue) email for new Projectplace card
06
Send WATI message for new Projectplace card
07
Send WA Toolbox message for new Projectplace card
08
Send SMS Idea message for new Projectplace card
09
Send Telnyx message for new Projectplace card
10
Send sms77 message for new Projectplace card
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Workbooks CRM + Projectplace Now 
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Want to automate something else in your workflow?
You Can Also Connect Workbooks CRM or Projectplace 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.
Projectplace
Projectplace is a smart cloud-based project management solution. With features like task boards, time tracking, document sharing, video conferencing and screen sharing Projectplace is the perfect addition to any team's workflow.
