Integrations
Workbooks CRM allows you to manage engagement, activities and transactions throughout the entire customer lifecycle. Providing this central view of customer interactions may involve exchanging data with other business systems such as your website, email, ERP database or accounting package for example. The more systems you connect, the more streamlined your activities and processes are. You also gain a more unified view of your business, which fosters better decision-making and enhances business strategy.
Our team has extensive experience in helping customers successfully integrate Workbooks CRM with hundreds of business applications and services, through a variety of ways – pre-built connectors/plug-ins, Web services API, integration platforms or Zaps – according to each customer’s business requirements, technical environment and budget.
Some popular platforms that Workbooks integrates with
These integrations are designed to accelerate the signing process and enhance visibility into the status of documents, making it easier for users to track progress and manage approvals efficiently. The integrations are available as Plugins in our Script Library so can be used by all Customers who have an account with either tool.
| Adobe | DocuSign |
The Workbooks integration with Exchange Sync—known as the Workbooks Exchange Server Sync (WESS)—is a robust service that connects Workbooks CRM with Microsoft Exchange and Outlook to streamline communication and data management across platforms. Therefore allowing you to synchronise contacts, emails, tasks and meetings from between your email server and Workbooks
The RingCentral integration with Workbooks CRM is designed to streamline communication workflows by embedding telephony directly into the CRM interface. This is achieved through a plugin that enables Users to make and receive calls without leaving Workbooks, Users can initiate calls directly from most records, call logging and Automatic record linking(given that telephone number is associated with a Person record)
Workbooks Integrations with Event & Webinar platforms can be access directly via the Events record type. Both the platform we integrate with are compatible with each other and therefore allowing users with greater flexibility to use more than one tool at a time.
| GoTo Webinar | ON24 |