Workbooks CRM + StoryChief Integration

Connect Workbooks CRM to StoryChief 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
  • StoryChief
    Lead is created in StoryChief Instant
  • StoryChief
    Comment is created for story in StoryChief
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + StoryChief Integration

Just click on the workflow you want to automate

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

Create StoryChief contact for new Workbooks CRM contact

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

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

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

Create Workbooks CRM task for new StoryChief contact

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

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(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 StoryChief Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
StoryChief logo
Create StoryChief contact for new Elementor Forms form submission
02
Webflow (Legacy) logo
StoryChief logo
Create StoryChief contact for new Webflow form submission
03
Simvoly logo
StoryChief logo
Create StoryChief contact for new Simvoly form submission
04
WPForms logo
StoryChief logo
Create StoryChief contact for new WPForms form submission
05
Mautic logo
StoryChief logo
Create StoryChief contact for new Mautic form submission
cloud
StoryChief
app integration
06
GroovePages logo
StoryChief logo
Create StoryChief contact for new GroovePages response
07
tawk.to logo
StoryChief logo
Create StoryChief contact for new tawk.to chat
08
Ontraport logo
StoryChief logo
Create StoryChief contact for new Ontraport response
09
Survey Monkey logo
StoryChief logo
Create StoryChief contact for new Survey Monkey survey response
10
involve.me logo
StoryChief logo
Create StoryChief contact for new involve.me participant
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
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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 StoryChief 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.
StoryChief
StoryChief
StoryChief is a content marketing software that automates the distribution of your content to multiple channels. With it, you can create, curate and distribute tons of engaging content to your audience on autopilot.