tawk.to + Workbooks CRM Integration

When someone completes your tawk.to, a new contact is automatically created in your Workbooks CRM. This way, you can quickly follow up with the chat and turn them into a customer!

Plus, all of the information from the tawk.to is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a tawk.to - Workbooks CRM integration set up makes it easy to manage your customer relationships and grow your business.

It's important to stay on top of your customer relationships, and one way to do that is to create Workbooks CRM tasks for new tawk.to chats received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Workbooks CRM task for new tawk.to chat received today - your customers will thank you for it!

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Workbooks CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Workbooks CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Workbooks CRM.

This makes it easy to keep track of your support tickets and contacts in one place.