Workbooks CRM + Zoho Connect Integration

Workbooks CRM and Zoho Connect 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 Zoho Connect? 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.

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. Zoho Connect is a great tool for this.

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

Workbooks CRM is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Workbooks CRM - Zoho Connect integration to automatically populate your Zoho Connect.

When a task is created in Workbooks CRM, an event will automatically be created in your Zoho Connect. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Workbooks CRM and Zoho Connect accounts in a matter of minutes.

We all know the drill. You create {trigger.Event}} in your Zoho Connect, but then something comes up and you completely forget to create a corresponding task in your Workbooks CRM. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Workbooks CRM integration, you can set up Integrately such that every new event created in your Zoho Connect, automatically creates a new tasks in your Workbooks CRM. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.