Workbooks CRM + Roll Integration
Connect Workbooks CRM to Roll 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
Company is created in Roll- Task is created in Roll
- Project is created in Roll
- Time record is created in Roll
2.
Trusted by experts at...
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
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 Roll Automations from
Integrately Community
Most popular
01
Send Slack message for new Roll task
02
Send ClickSend SMS message for new Roll task
03
Send Twilio sms for new Roll task
04
Send SendGrid email for new Roll task
05
Send Telegram message for new Roll task
Most popular
01
Send Slack message for new Roll task
02
Send ClickSend SMS message for new Roll task
03
Send Twilio sms for new Roll task
04
Send SendGrid email for new Roll task
05
Send Telegram message for new Roll task
06
Create VivifyScrum item for new Roll task
07
Create easybill task for new Roll task
08
Create TickTick task for new Roll task
09
Create AppSheet record for new Roll task
10
Create Pronnel item for new Roll task
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Workbooks CRM + Roll Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Workbooks CRM + Roll Now
In Just 1 Click!
Want to automate something else in your workflow?
You Can Also Connect Workbooks CRM or Roll 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.
Roll
ROLL is an all-in-one CRM platform that helps manage your business and finances in one place. Using ROLL, you can manage projects, track sales, understand your customers better and grow your business organically.
