Webflow + Workbooks CRM Integration

Connect Webflow to Workbooks CRM in 1 click

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1.
  • Webflow
    Order is created in Webflow Instant
  • Webflow
    Order is updated in Webflow Instant
  • Webflow
    Form is submitted in Webflow Instant
  • Webflow
    Collection item is created in Webflow Instant
  • Webflow
    Collection item is updated in Webflow 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
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
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2.

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Ready Workflows Ready Workflows   for Webflow + Workbooks CRM Integration

Just click on the workflow you want to automate

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

Create Workbooks CRM contact for new Webflow form submission

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

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

Create Workbooks CRM contact from new Webflow order

As an online store owner, you're likely using Webflow 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 Webflow 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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Webflow + Workbooks CRM Integration

Create Workbooks CRM task for new Webflow form submission

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 Webflow form submissions 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 Webflow form submission received today - your customers will thank you for it!
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Webflow + Workbooks CRM Integration

Create Workbooks CRM task for new Webflow post

Workbooks CRM and Webflow are both incredibly powerful tools on their own, but when you put them together, they're a force to be reckoned with.

When you create a post in Webflow, this integration will automatically create a task in Workbooks CRM so you can keep track of what you need to do.

This can help ensure that your post are properly prioritized and that you don't forget any important steps.
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Automations

Top 10 Most Popular Webflow Automations from
Integrately Community

Just click on the workflow you want to automate

Webflow logo
Google Sheets logo
Create Google Sheets row for new Webflow (Under Review) form submission
Activate
Webflow logo
Google Sheets logo
Create Google Sheets row for new Webflow (Under Review) order
Activate
Webflow logo
Google Sheets logo
Create Google Sheets row for new Webflow (Under Review) post
Activate
Webflow logo
HubSpot logo
Create HubSpot contact for new Webflow (Under Review) form submission
Activate
Webflow logo
HubSpot logo
Create HubSpot contact from new Webflow (Under Review) order
Webflow logo
Google Sheets logo
Create Google Sheets row for new Webflow (Under Review) form submission
Activate
Webflow logo
Google Sheets logo
Create Google Sheets row for new Webflow (Under Review) order
Activate
Webflow logo
Google Sheets logo
Create Google Sheets row for new Webflow (Under Review) post
Activate
Webflow logo
HubSpot logo
Create HubSpot contact for new Webflow (Under Review) form submission
Activate
Webflow logo
HubSpot logo
Create HubSpot contact from new Webflow (Under Review) order
Webflow logo
KrispCall logo
Create KrispCall contact for new Webflow (Under Review) form submission
Activate
Webflow logo
KrispCall logo
Create KrispCall contact for new Webflow (Under Review) order
KrispCall logo
Webflow logo
Create Webflow (Under Review) post for new KrispCall contact
Activate
Webflow logo
Loops logo
Create Loops contact for new Webflow (Under Review) form submission
Webflow logo
Loops logo
Create Loops contact for new Webflow (Under Review) order
Webflow logo
KrispCall logo
Create KrispCall contact for new Webflow (Under Review) form submission
Activate
Webflow logo
KrispCall logo
Create KrispCall contact for new Webflow (Under Review) order
KrispCall logo
Webflow logo
Create Webflow (Under Review) post for new KrispCall contact
Activate
Webflow logo
Loops logo
Create Loops contact for new Webflow (Under Review) form submission
Webflow logo
Loops logo
Create Loops contact for new Webflow (Under Review) order

Top 10 Most Popular Workbooks CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Workbooks CRM logo
Google Sheets logo
Create Google Sheets row for new Workbooks CRM contact
02
Google Sheets logo
Workbooks CRM logo
Create Workbooks CRM contact for new Google Sheets row
03
Workbooks CRM logo
HubSpot logo
Create HubSpot contact for new Workbooks CRM contact
04
Workbooks CRM logo
HubSpot logo
Create HubSpot deal from new Workbooks CRM contact
05
Workbooks CRM logo
HubSpot logo
Create HubSpot task for new Workbooks CRM contact
cloud
Workbooks CRM
app integration
06
Workbooks CRM logo
HeyReach(In Review) logo
Create HeyReach(In Review) contact for new Workbooks CRM contact
07
Refiner logo
Workbooks CRM logo
Create Workbooks CRM contact for new Refiner form submission
08
Refiner logo
Workbooks CRM logo
Create Workbooks CRM task for new Refiner form submission
09
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM contact
10
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM task
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How Integrately Works?

1
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2
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Webflow
Webflow
Webflow is a cloud-based platform for designing and building responsive websites from scratch. No coding is required to build beautiful, mobile-ready sites. Design once, publish anywhere.
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.