Workbooks CRM + Rise Integration
Connect Workbooks CRM to Rise in 1 click
Free forever.Use premium features free for 14 days.1.
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
- New sales lead 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
- Person is created in Workbooks CRM Instant
- Case is created in Workbooks CRM Instant
- Organization is created in Workbooks CRM Instant
Course Completed in Rise Instant- Course Submitted in Rise Instant
- User created in Rise Instant
- Enrollment created in Rise Instant
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 Rise Automations from
Integrately Community
Most popular
01
Create Autopilot contact from new Rise contact
02
Create CrowdPower customer from new Rise contact
03
Create The Conversion Engine contact from new Rise contact
04
Create Google Sheets row for new Rise user
05
Create ActiveCampaign contact from new Rise contact
Most popular
01
Create Autopilot contact from new Rise contact
02
Create CrowdPower customer from new Rise contact
03
Create The Conversion Engine contact from new Rise contact
04
Create Google Sheets row for new Rise user
05
Create ActiveCampaign contact from new Rise contact
06
Create Encharge person from new Rise contact
07
Create Peak Funnels contact from new Rise contact
08
Create DNA Super Systems contact from new Rise contact
09
Create Brando Kit contact from new Rise contact
10
Create Eko contact from new Rise contact
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Workbooks CRM + Rise Now 
In Just 1 Click!
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Want to automate something else in your workflow?
You Can Also Connect Workbooks CRM or Rise 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.
Rise
Rise provides you with the fully-integrated solution to create, take, and manage your training. Rise gives you the tools to lead a fun and effective classroom experience.
