If you're a business owner who uses WordPress to manage your website and Workbooks CRM to manage your customer data, you may be wondering how to get the two systems to work together. One way to do this is by using this integration that allows you to create contact in Workbooks CRM automatically every time a new user is added in WordPress.
Creating contact in Workbooks CRM this way is a great way to track website activity and engagement by each contact.
You Can Also Connect Workbooks CRM or WordPress With 1400+ Other Apps
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.
WordPress is web software you can use to create a beautiful website, blog, or app. Design and develop beautiful photography, menus, marketing pages, and blogs for the web. All with no coding knowledge needed.