Workbooks CRM + Salesmsg Integration

Connect Workbooks CRM to Salesmsg in 1 click

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1.
  • 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
  • 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
  • Salesmsg
    Message sending has failed in Salesmsg Instant
  • Salesmsg
    Inbox is updated in Salesmsg Instant
  • Salesmsg
    Contact is unsubscribed in Salesmsg Instant
  • Salesmsg
    Contact is updated in Salesmsg Instant
  • Salesmsg
    Tag is removed from contact in Salesmsg Instant
  • Salesmsg
    Contact is deleted in Salesmsg Instant
  • Salesmsg
    Number is created in Salesmsg Instant
  • Salesmsg
    Number is deleted in Salesmsg Instant
  • Salesmsg
    Conversation is opened in Salesmsg Instant
  • Salesmsg
    Conversation is closed in Salesmsg Instant
  • Salesmsg
    Conversation is assigned in Salesmsg Instant
  • Salesmsg
    Call recording is created in Salesmsg Instant
  • Salesmsg
    Number is updated in Salesmsg Instant
  • Salesmsg
    Contact is created in Salesmsg Instant
  • Salesmsg
    Tag added to contact in Salesmsg Instant
  • Salesmsg
    Message is received in Salesmsg Instant
  • Salesmsg
    Message is sent in Salesmsg Instant
  • Salesmsg
    Phone call started in Salesmsg Instant
  • Salesmsg
    Phone call ended in Salesmsg Instant
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Salesmsg Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Workbooks CRM + Salesmsg Integration

Create Salesmsg contact for new Workbooks CRM contact

If you're using Workbooks CRM to manage your sales leads, it's important to also use Salesmsg to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Workbooks CRM, a corresponding contact will automatically be created in Salesmsg.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Salesmsg + Workbooks CRM Integration

Create Workbooks CRM contact for new Salesmsg 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 Salesmsg 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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Salesmsg + Workbooks CRM Integration

Create Workbooks CRM task for new Salesmsg contact

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

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 logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot 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 logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM task

Top 10 Most Popular Salesmsg Automations from
Integrately Community

Most popularmost-popular-automations
01
Salesmsg logo
DaySchedule logo
Create DaySchedule event for new Salesmsg contact
02
Salesmsg logo
Chatwork logo
Send Chatwork message for new Salesmsg contact
03
Salesmsg logo
Cisco Webex (Teams) logo
Send Cisco Webex (Teams) message for new Salesmsg contact
04
Salesmsg logo
Twist logo
Send Twist message for new Salesmsg contact
05
Salesmsg logo
Google Chat logo
Send Google Chat message for new Salesmsg contact
cloud
Salesmsg
app integration
06
Salesmsg logo
SureCart logo
Create SureCart contact for new Salesmsg contact
07
Salesmsg logo
Shoprocket logo
Create Shoprocket customer for new Salesmsg contact
08
Salesmsg logo
Productboard logo
Create Productboard feature for new Salesmsg contact
09
Salesmsg logo
Publit.io logo
Create Publit.io folder for new Salesmsg contact
10
Salesmsg logo
Fast2SMS logo
Make Fast2SMS voice call for new Salesmsg contact
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Workbooks CRM or Salesmsg 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.
Salesmsg
Salesmsg
Salesmsg is a game-changing business texting platform that helps send, receive, and manage SMS conversations effortlessly. You can use it to boost your engagement, streamline communication, and close deals faster.