Workbooks CRM + SendPulse Integration

Connect Workbooks CRM to SendPulse in 1 click

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1.
  • 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
    New sales lead 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
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • SendPulse
    Subscriber is created in SendPulse Instant
  • SendPulse
    Subscriber is deleted from list in SendPulse Instant
  • SendPulse
    User unsubscribed in SendPulse Instant
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + SendPulse Integration

Just click on the workflow you want to automate

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

Create SendPulse contact for new Workbooks CRM contact

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

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

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

Create Workbooks CRM task for new SendPulse contact

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

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 SendPulse Automations from
Integrately Community

Most popularmost-popular-automations
01
SendPulse logo
Twilio logo
Send Twilio sms for new SendPulse contact
02
SendPulse logo
MemberPress logo
Create MemberPress member for new SendPulse contact
03
SendPulse logo
WHMCS logo
Create WHMCS ticket for new SendPulse contact
04
Viral Loops logo
SendPulse logo
Create SendPulse contact for new Viral Loops participant
05
SendPulse logo
Trello logo
Create Trello card for new SendPulse contact
cloud
SendPulse
app integration
06
SendPulse logo
Flock logo
Send Flock message for new SendPulse contact
07
Zoho Creator logo
SendPulse logo
Create SendPulse contact for new Zoho Creator record
08
EasyCSV logo
SendPulse logo
Create SendPulse contact for new EasyCSV data
09
SendPulse logo
Zulip logo
Send Zulip message for new SendPulse contact
10
SendPulse logo
Beekeeper logo
Send Beekeeper message for new SendPulse 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
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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 SendPulse 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.
SendPulse
SendPulse
SendPulse is a complete integrated messaging solution. Our platform makes it easy to reach your customers, whether on PCs, smartphones, or tablets using emails, sms, web push notifications and more.