Create Trengo ticket for new Workbooks CRM contact
Workbooks CRM + Trengo Integration
Workbooks CRM + Trengo Integration
Connect Workbooks CRM to Trengo in 1 click
Free forever.Use premium features free for 14 days.1.
Task is created in Workbooks CRM Instant- Invoice is complete and its status is posted in Workbooks CRM Instant
- Case is created in Workbooks CRM Instant
- Organization is created in Workbooks CRM Instant
- Person is created in Workbooks CRM Instant
- New sales lead is created in Workbooks CRM Instant
- Credit note is posted in Workbooks CRM Instant
- Marketing campaign is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
New inbound message is added in Trengo Instant- New outbound message is added in Trengo Instant
- New internal note is added in Trengo Instant
- Phone call is missed in Trengo Instant
- Phone call is ended in Trengo Instant
- Phone call is started in Trengo Instant
- Ticket is assigned in Trengo Instant
- Ticket is closed in Trengo Instant
- Ticket is reopened in Trengo Instant
- Ticket marked as spam in Trengo Instant
- Ticket unmarked as spam in Trengo Instant
- Ticket label is added in Trengo Instant
2.
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Ready Workflows for Workbooks CRM + Trengo Integration
Just click on the workflow you want to automate
Most popular automation
Create Trengo user for new Workbooks CRM contact
Workbooks CRM + Trengo Integration
- 1of1
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Our team can create automations for you... At no extra cost!
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Top 10 Most Popular Workbooks CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Top 10 Most Popular Trengo Automations from
Integrately Community
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Create Trengo ticket for new Shopify order
02
Create Trengo ticket for new Shopify customer
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Create Trengo ticket for new Elementor Forms form submission
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Create Trengo ticket for new ActiveCampaign contact
Most popular
01
Create Trengo ticket for new Shopify order
02
Create Trengo ticket for new Shopify customer
03
Create Trengo ticket for new Elementor Forms form submission
04
Create Trengo ticket for new MailerLite Classic contact
05
Create Trengo ticket for new ActiveCampaign contact
06
Create Trengo ticket for new Heyflow response
07
Create Trengo ticket for new Salesmsg contact
08
Create Trengo ticket for new Memberstack member
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Create Trengo ticket for new Dealfront contact
10
Create Trengo ticket for new Systeme.io contact
How Integrately Works?
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2
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Automation is ready
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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.
Trengo
Trengo is a powerful all-in-one customer communication platform that helps you build strong customer relationships. You can easily collaborate, automate, and scale support, marketing, and sales with Trengo.
