Workbooks CRM + Zoho Workdrive Integration

Connect Workbooks CRM to Zoho Workdrive in 1 click

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1.
  • 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
    New sales lead 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
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Zoho Workdrive
    File is created in folder in Zoho Workdrive
  • Zoho Workdrive
    Folder is created in Zoho Workdrive
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Zoho Workdrive Integration

Just click on the workflow you want to automate

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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 Zoho Workdrive Automations from
Integrately Community

Most popularmost-popular-automations
01
Instagram logo
Zoho Workdrive logo
Create Zoho Workdrive file from new Instagram post
02
Tally logo
Zoho Workdrive logo
Create Zoho Workdrive folder from new Tally response
03
YouTube logo
Zoho Workdrive logo
Create folder in Zoho Workdrive for new YouTube video
04
Zoho Workdrive logo
Microsoft Outlook logo
Send Microsoft Outlook email for new Zoho Workdrive folder
05
Zoho Creator logo
Zoho Workdrive logo
Create Zoho Workdrive file from new Zoho Creator record
cloud
Zoho Workdrive
app integration
06
PeerBoard logo
Zoho Workdrive logo
Create Zoho Workdrive file from new PeerBoard post
07
Zoho SalesIQ logo
Zoho Workdrive logo
Create Zoho Workdrive folder for new Zoho SalesIQ operator
08
MoreApp logo
Zoho Workdrive logo
Create Zoho Workdrive folder from new MoreApp instruction
09
Foleon logo
Zoho Workdrive logo
Create Zoho Workdrive folder from new Foleon response
10
Cloudstream Funnels logo
Zoho Workdrive logo
Create Zoho Workdrive folder from new Cloudstream Funnels form submission
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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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 Zoho Workdrive 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.
Zoho Workdrive
Zoho Workdrive
Zoho WorkDrive is an online file management tool that facilitates file storage and team collaboration. It provides a secure, shared workspace to store, organize, and manage your team's files effectively.