Workbooks CRM + SavvyCal Integration

Connect Workbooks CRM to SavvyCal in 1 click

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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
  • SavvyCal
    Event is created in SavvyCal Instant
  • SavvyCal
    Event is cancelled in SavvyCal Instant
  • SavvyCal
    Event is rescheduled in SavvyCal Instant
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + SavvyCal Integration

Just click on the workflow you want to automate

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

Create Workbooks CRM task for new SavvyCal event

Creating task in Workbooks CRM is a great way to keep track of task that need to be completed when an event is created in your SavvyCal account.

With the help of this integration, when an event is created, a task will be automatically created in Workbooks CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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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 SavvyCal Automations from
Integrately Community

Most popularmost-popular-automations
01
SavvyCal logo
WordPress logo
Create WordPress post for new SavvyCal event
02
SavvyCal logo
Webflow (Legacy) logo
Create Webflow post for new SavvyCal event
03
SavvyCal logo
RD Station logo
Create RD Station conversion event for new SavvyCal event
04
SavvyCal logo
Square logo
Create Square event for new SavvyCal event
05
SavvyCal logo
Hunter logo
Create Hunter contact for new SavvyCal event
cloud
SavvyCal
app integration
06
SavvyCal logo
Flock logo
Send Flock message for new SavvyCal event
07
SavvyCal logo
SMS Alert logo
Send SMS Alert message for new SavvyCal event
08
SavvyCal logo
Push by Techulus logo
Send Push by Techulus message for new SavvyCal event
09
SavvyCal logo
WhatsApp logo
Send WhatsApp message for new SavvyCal event
10
SavvyCal logo
AiSensy logo
Send AiSensy template message for new SavvyCal event
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How Integrately Works?

1
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2
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3
Automation is ready
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Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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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 SavvyCal 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.
SavvyCal
SavvyCal
SavvyCal is a scheduling software that facilitates the process of finding the best time to meet, while also keeping track of past meetings. The recurring feature allows you to set up reminders and notifications so you will never forget another meeting.