Workbooks CRM + RetargetKit Integration

Connect Workbooks CRM to RetargetKit in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    Invoice is complete and its status is posted 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
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • RetargetKit
    New lead is created in RetargetKit Instant
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + RetargetKit Integration

Just click on the workflow you want to automate

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

Create Workbooks CRM contact for new RetargetKit contact

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 RetargetKit contact 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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RetargetKit + Workbooks CRM Integration

Create Workbooks CRM task for new RetargetKit contact

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

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 RetargetKit Automations from
Integrately Community

Most popularmost-popular-automations
01
RetargetKit logo
Hunter logo
Create Hunter contact for new RetargetKit contact
02
RetargetKit logo
Encharge logo
Add tag to person in Encharge for new RetargetKit contact
03
RetargetKit logo
ActiveCampaign logo
Create ActiveCampaign contact for new RetargetKit contact
04
RetargetKit logo
Pipedrive logo
Create Pipedrive person for new RetargetKit contact
05
RetargetKit logo
Simvoly logo
Create Simvoly contact for new RetargetKit contact
cloud
RetargetKit
app integration
06
RetargetKit logo
INBOX logo
Create INBOX contact for new RetargetKit contact
07
RetargetKit logo
MuxEmail logo
Create MuxEmail contact for new RetargetKit contact
08
RetargetKit logo
Sendlane logo
Create Sendlane contact for new RetargetKit contact
09
RetargetKit logo
Clientjoy logo
Create Clientjoy contact for new RetargetKit contact
10
RetargetKit logo
ConvertCreator logo
Create ConvertCreator contact for new RetargetKit contact
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 RetargetKit 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.
RetargetKit
RetargetKit
RetargetKit is a powerful and easy-to-use software for affiliates to manage commission tracking, create ads, banners promoting any affiliate products you like.