Workbooks CRM + Wrike Integration

Connect Workbooks CRM to Wrike in 1 click

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1.
  • 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
  • Wrike
    Task is created in Wrike Instant
  • Wrike
    Task status is changed in Wrike Instant
  • Wrike
    Comment is created in Wrike Instant
  • Wrike
    Folder is created in Wrike Instant
  • Wrike
    Attachment is added in Wrike Instant
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Ready Workflows Ready Workflows   for Workbooks CRM + Wrike Integration

Just click on the workflow you want to automate

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

Create Wrike task for new Workbooks CRM contact

Workbooks CRM and Wrike are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Workbooks CRM, do you also create a task in Wrike? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Workbooks CRM + Wrike Integration

Create Wrike task for new Workbooks CRM task

Workbooks CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Workbooks CRM. Wrike is a great tool for this.

All you need to do is - integrate Wrike with Workbooks CRM to create task in Wrike automatically when certain task occur in Workbooks CRM. This can save you time by not having to manually create tasks in both systems.
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Wrike + Workbooks CRM Integration

Create Workbooks CRM task for new Wrike task

Have you ever wished that you could sync your Wrike task with your Workbooks CRM task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Wrike, a matching task will be created in Workbooks CRM. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Wrike and Workbooks CRM accounts.
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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 logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot 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 logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM task

Top 10 Most Popular Wrike Automations from
Integrately Community

Most popularmost-popular-automations
01
Wrike logo
Notion logo
Create Notion database item for new Wrike task
02
Wrike logo
Monday.com logo
Create Monday.com item for new Wrike task
03
Wrike logo
Google Sheets logo
Create Google Sheets row for new Wrike task
04
Wrike logo
Microsoft Excel logo
Create Microsoft Excel row for new Wrike task
05
Airtable logo
Wrike logo
Create Wrike task for new Airtable record
cloud
Wrike
app integration
06
Wrike logo
Asana logo
Create Asana task for new Wrike task
07
Wrike logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Wrike task
08
Wrike logo
TMetric logo
Create TMetric task for new Wrike task
09
Wrike logo
CompanyHub logo
Create CompanyHub record for new Wrike task
10
Monday.com logo
Wrike logo
Create Wrike task for new Monday.com item
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How Integrately Works?

1
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2
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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750 Tasks
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in $19.99

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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.
Wrike
Wrike
Wrike is a cloud-based platform for managing both large and small projects of any type. It allows you to organize everything from your tasks, documents, discussions and resource assignments all in one place.