Workbooks CRM + Ultramsg Integration

Connect Workbooks CRM to Ultramsg in 1 click

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1.
  • 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
    Case 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
  • Ultramsg
    Message is created in Ultramsg
  • Ultramsg
    Chat is created in Ultramsg
  • Ultramsg
    Contact is created in Ultramsg
  • Ultramsg
    Group is created in Ultramsg
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Ultramsg Integration

Just click on the workflow you want to automate

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

Send Ultramsg message for new Workbooks CRM contact

Anytime a new contact is added to your Workbooks CRM, automatically send them a message through Ultramsg 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 - Ultramsg 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 + Ultramsg Integration

Send Ultramsg message for new Workbooks CRM task

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

Plus, you can customize the message 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 Ultramsg Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Ultramsg logo
Send Ultramsg message for new Google Sheets row
02
Ultramsg logo
Telegram logo
Send message from Telegram for new message received in Ultramsg
03
Ultramsg logo
Mailazy logo
Send message from Mailazy for new message received in Ultramsg
04
WhatsApp logo
Ultramsg logo
Send message from Ultramsg for new message received in WhatsApp
05
Bubble logo
Ultramsg logo
Send Ultramsg message for new Bubble data thing
cloud
Ultramsg
app integration
06
WA Web Plus logo
Ultramsg logo
Send message from Ultramsg for new whatsapp event received in WA Web Plus
07
Ultramsg logo
Manychat logo
Send message from ManyChat for new message received in Ultramsg
08
Ultramsg logo
Online Live Support logo
Send message from Online Live Support for new message received in Ultramsg
09
Ultramsg logo
Postmark logo
Send message from Postmark for new message received in Ultramsg
10
Ultramsg logo
SMS Online Live Support logo
Send message from SMS Online Live Support for new message received in Ultramsg
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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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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Workbooks CRM or Ultramsg 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.
Ultramsg
Ultramsg
Ultramsg is a cloud-based service that lets you build, deploy and integrate your chatbot with any system. You can use any programming language to easily create conversational interfaces for your users.