Workbooks CRM + SharpSpring Integration

Connect Workbooks CRM to SharpSpring in 1 click

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1.
  • 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
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + SharpSpring Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Workbooks CRM + SharpSpring Integration

Create SharpSpring contact for new Workbooks CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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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 SharpSpring Automations from
Integrately Community

Most popularmost-popular-automations
01
Instagram Lead Ads logo
SharpSpring logo
Create SharpSpring contact for new Instagram Lead Ads lead
02
WordPress logo
SharpSpring logo
Create SharpSpring contact for new WordPress user
03
MemberPress logo
SharpSpring logo
Create SharpSpring contact for new MemberPress member
04
SimpleTix logo
SharpSpring logo
Create SharpSpring contact for new SimpleTix attendee
05
Quickblog logo
SharpSpring logo
Create SharpSpring contact for new Quickblog user
cloud
SharpSpring
app integration
06
Engage AI logo
SharpSpring logo
Update SharpSpring contact from new Engage AI contact
07
BlankBlocks logo
SharpSpring logo
Update SharpSpring contact from new BlankBlocks contact
08
Salesmsg logo
SharpSpring logo
Update SharpSpring contact from new Salesmsg contact
09
sevDesk logo
SharpSpring logo
Create SharpSpring contact for new sevDesk contact
10
Thrive Themes (Thrive Automator) logo
SharpSpring logo
Create SharpSpring contact for new Thrive Themes (Thrive Automator) form
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
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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 SharpSpring 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.
SharpSpring
SharpSpring
SharpSpring is a cloud-based marketing automation platform streamlining marketing efforts with lead generation, email, social, and analytics features. Designed for businesses of all sizes, it helps increase conversions and revenue.