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Workbooks deepen application integration with Zapier

Tuesday 13th March 2017, London UK: Workbooks Online Limited, the UK-based leading CRM vendor, today announces its integration to Zapier, which enables customers to easily connect their CRM with over 750 apps.

Setting up integrations with Zapier is simple and fast and does not require a developer or any knowledge of programming. This is of particular importance to Small and Mid market organisations that tend to have limited or no IT resources to support them says John Cheney, CEO of Workbooks.

This new integration makes the Workbooks CRM data available across other apps so that when something happens in Workbooks, data or tasks are automatically pushed to other apps, and visa versa. And it's more than just data sharing. Thanks to Zapier, Workbooks customers can create specific actions to be performed in other apps such as Xero, Evenbrite, Wufoo etc.

Since all apps on Zapier allow users to create their own integration points using actions and triggers, organisations can design any number of cross-app actions to fit the specific needs of their business. Many Workbooks customers have already leveraged Zapier.

For example, when an invoice is posted in Workbooks, all the line items can automatically be pushed across to Xero; or when someone signs up to an event in Eventbrite, a lead can automatically be created in Workbooks and attached to the right campaign so that marketing can track ROI and report campaign successes.

For more information about Workbooks integration with Zapier, click here.

John Cheney says: At Workbooks we are big fans of Zapier as an approach to integration, which at its heart enhances productivity and connectivity in an increasingly cloud dominated world. With Zapier, we help customers easily move and automatically share their data, drive more efficient processes and automate otherwise tedious tasks. Our goal is to offer a flexible and effective approach to addressing our customers business needs.