Workbooks CRM + SocketLabs Integration

Connect Workbooks CRM to SocketLabs in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    Marketing campaign is created in Workbooks CRM Instant
  • Workbooks CRM
    Meeting is created in Workbooks CRM Instant
  • Workbooks CRM
    Product is created in Workbooks CRM Instant
  • Workbooks CRM
    Invoice is complete and its status is posted in Workbooks CRM Instant
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
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2.

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Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
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 SocketLabs Automations from
Integrately Community

Most popularmost-popular-automations
01
Feedier logo
SocketLabs logo
When Feedback is received in Feedier > Send email in Feedier > Send Email in SocketLabs
02
Feedier logo
SocketLabs logo
When Feedback is received in Feedier > Send SMS in Feedier > Send Email in SocketLabs
03
Manychat logo
SocketLabs logo
When External request is created in ManyChat > Send text message to user in ManyChat > Send Email in SocketLabs
04
Manychat logo
SocketLabs logo
When External request is created in ManyChat > Send content to user in ManyChat > Send Email in SocketLabs
05
YOUZABILITY logo
ClickSend SMS logo
SocketLabs logo
When Form response is created in YOUZABILITY > Send post letter in ClickSend SMS > Send Email in SocketLabs
cloud
SocketLabs
app integration
06
YOUZABILITY logo
Clickatell logo
SocketLabs logo
When Form response is created in YOUZABILITY > Send SMS in Clickatell > Send Email in SocketLabs
07
InstantPage.dev logo
Clickatell logo
SocketLabs logo
When Form response is created in InstantPage.dev > Send SMS in Clickatell > Send Email in SocketLabs
08
The Course Creator's Kit logo
Clickatell logo
SocketLabs logo
When Form response is created in The Course Creator's Kit > Send SMS in Clickatell > Send Email in SocketLabs
09
Squeezify logo
Clickatell logo
SocketLabs logo
When Form response is created in Squeezify > Send SMS in Clickatell > Send Email in SocketLabs
10
Funky Media Agency logo
Clickatell logo
SocketLabs logo
When Form response is created in Funky Media Agency > Send SMS in Clickatell > Send Email in SocketLabs
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
😐
750 Tasks
in $19.99
Integrately
😍
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 SocketLabs 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.
SocketLabs
SocketLabs
SocketLabs brings together the latest in email delivery, personalization and optimization so your email marketing campaigns perform better, cost less and generate more engagement.