Workbooks CRM + SureCart Integration

Connect Workbooks CRM to SureCart in 1 click

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1.
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • 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
  • SureCart
    Customer is created in SureCart Instant
  • SureCart
    Customer is updated in SureCart Instant
  • SureCart
    Subscription is created in SureCart Instant
  • SureCart
    Subscription is activated in SureCart Instant
  • SureCart
    Subscription is canceled in SureCart Instant
  • SureCart
    Subscription is set to cancel in SureCart Instant
  • SureCart
    Subscription is updated in SureCart Instant
  • SureCart
    Order is created in SureCart Instant
  • SureCart
    Order is paid in SureCart Instant
  • SureCart
    Order is processing in SureCart Instant
  • SureCart
    Purchase is created in SureCart Instant
  • SureCart
    Purchase is invoked in SureCart Instant
  • SureCart
    Purchase is revoked in SureCart Instant
  • SureCart
    Refund is created in SureCart Instant
  • SureCart
    Refund is succeeded in SureCart Instant
  • SureCart
    Cancellation act is created in SureCart Instant
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + SureCart Integration

Just click on the workflow you want to automate

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

Create SureCart contact for new Workbooks CRM contact

Creating a new SureCart contact for every new Workbooks CRM contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Workbooks CRM - SureCart integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your SureCart and Workbooks CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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SureCart + Workbooks CRM Integration

Create Workbooks CRM contact from new SureCart contact

If you're an ecommerce business owner who uses SureCart to power your online store, you'll be happy to know that when a new contact is created in Workbooks CRM, this automation will automatically create a contact in SureCart.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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SureCart + Workbooks CRM Integration

Create Workbooks CRM contact from new SureCart order

As an online store owner, you're likely using SureCart to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate SureCart with Workbooks CRM? This integration will allow you to automatically create a contact for each new order in Workbooks CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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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 SureCart Automations from
Integrately Community

Most popularmost-popular-automations
01
SureCart logo
GroupApp logo
Create GroupApp contact for new SureCart order
02
SureCart logo
Freshdesk logo
Create Freshdesk ticket for new SureCart order
03
SureCart logo
Google Sheets logo
Create Google Sheets row for new SureCart contact
04
SureCart logo
HubSpot logo
Update HubSpot contact from updated SureCart contact
05
Google Sheets logo
SureCart logo
Update SureCart product for new Google Sheets row
cloud
SureCart
app integration
06
Systeme.io logo
SureCart logo
Create SureCart contact for new Systeme.io contact
07
Sakari SMS logo
SureCart logo
Create SureCart contact for new Sakari SMS contact
08
Gripp logo
SureCart logo
Create SureCart contact for new Gripp contact
09
respond.io logo
SureCart logo
Create SureCart contact for new respond.io contact
10
Moskit logo
SureCart logo
Create SureCart contact for new Moskit contact
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Workbooks CRM or SureCart 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.
SureCart
SureCart
SureCart is an e-commerce platform for the modern online store. It helps you manage orders, customers, and subscriptions while creating and updating products effortlessly. Easily streamline operations and optimize your decisions.