Workbooks CRM + Sozuri Integration

Connect Workbooks CRM to Sozuri 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
    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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Ready Workflows Ready Workflows   for Workbooks CRM + Sozuri Integration

Just click on the workflow you want to automate

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

Send Sozuri sms for new Workbooks CRM contact

Anytime a new contact is added to your Workbooks CRM, automatically send them a sms through Sozuri letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Workbooks CRM - Sozuri integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Workbooks CRM + Sozuri Integration

Send Sozuri sms for new Workbooks CRM task

With this Workbooks CRM - Sozuri integration, whenever a new task is created in Workbooks CRM, sms will be sent via Sozuri. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the sms that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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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 Sozuri Automations from
Integrately Community

Most popularmost-popular-automations
01
Airtable logo
Sozuri logo
Send Sozuri sms for new Airtable record
02
Trello logo
Sozuri logo
Send sms from Sozuri for new message received in Trello
03
ClickSend SMS logo
Sozuri logo
Send sms from Sozuri for new message received in ClickSend SMS
04
Twilio logo
Sozuri logo
Send sms from Sozuri for new sms received in Twilio
05
Mailjet logo
Sozuri logo
Send sms from Sozuri for new message received in Mailjet
cloud
Sozuri
app integration
06
Textgun SMS logo
Sozuri logo
Send sms from Sozuri for new message received in Textgun SMS
07
WATI logo
Sozuri logo
Send sms from Sozuri for new message received in WATI
08
WA Web Plus logo
Sozuri logo
Send sms from Sozuri for new whatsapp event received in WA Web Plus
09
MailerSend logo
Sozuri logo
Send sms from Sozuri for new message received in MailerSend
10
Telnyx logo
Sozuri logo
Send sms from Sozuri for new message received in Telnyx
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 Sozuri 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.
Sozuri
Sozuri
Sozuri is Kenya's fastest growing and most affordable omnichannel platform that enables businesses to communicate with their customers using SMS/WhatsApp. It is fast, easy and affordable.