Integrations

Ability to run credit checks against customers and prospects within Workbooks. Reduce risk and increase confidence.

Send invoices, track expenses, manage your time, and collaborate on projects.

Easily collect direct debit payments from anywhere in the world and sync the information straight into Workbooks.

Push and pull invoice data. Report across system to see invoices while keeping finance data in QuickBooks.

Push and pull invoice data. Report on invoices in Workbooks while keeping finance data in Reckon One.

Synchronise orders, credit notes, new accounts and invoice information from Workbooks directly into Sage Line 50, Sage Line 100 and Sage Line 200.

Workbooks is embedded within CCH with contact and organisation information synced between the two systems. More powerful reporting, better marketing and new business generation.

Push and pull invoice data. Keep finance data in xero and report in Workbooks.

Easy online appointment scheduling for clients to book appointments, complete custom intake forms, and pay in advance 24/7.

Connect employee scheduling, timesheets, tasking and communication platform to Workbooks.

Organise your schedule and share events with co-workers. Keep track of your daily schedule.

Schedule your resources, teams, equipment, rooms, and projects all in one place.

Schedule, dispatch and track your fleet in one place.

Enrich information held for people and businesses within Workbooks with data gathered from public sources.

Google Contacts integrates with Workbooks to let you keep track of all your contacts, see when you last interacted with them etc.

Lookup and locate customer addresses directly within Workbooks, ensuring data is correct and accurate.

MagneticOne Mobile allows you to turn photos of business cards into Sales Leads in Workbooks.

Automatically sync and update your Workbooks and Google Contacts.

Integrate your customer communication platform to enables targeted communication on your website, inside your web and mobile apps, and by email.

Manage a service or repair business with job tracking (ticketing).

Push and pull information from Case Records in Workbooks to tickets within Zendesk and drive a single customer view.

Organise anything with Airtable, from sales leads to holiday planning to inventory management.

Export data from any view within Workbooks as a CSV, this data can then be transformed and loaded into almost any other platform.

Similarly any CSV can be loaded into Workbooks to create or update records of almost any type.

Build online databases and applications.

Customers can use Microsoft’s SQL Server to push data from software applications into Workbooks CRM.

MySQL is a widely used database management system, MySQL powers many platforms and websites including Workbooks CRM, Facebook, Google, Drupal and WordPress.

Can be used to provide single sign on (and increased security) to users within Workbooks. Workbooks provides the ability to create user profiles that allow for automatic provisioning of new users that are controlled within AD.

GitHub is the perfect place to share code and work collaboratively on private and open source software.

Instantly connect Workbooks CRM with 1,500+ apps to automate your work and improve productivity.

Create a folder structure within Box directly from a record within Workbooks. Folder views can be embedded within tabs on records.

Generate PDFs, DOCX files, contracts, invoices and more.

Store your files online, sync them to all your devices, and share them easily.

Sign in to Workbooks through Google single sign on. This lets you create Google Docs directly within Workbooks and store them against records such as notes.

Create folders on OneDrive from a trigger within Workbooks CRM.

Capture and save ideas, images, audio recordings, and anything else you need to remember.

Create, send, track, and eSign client-facing documents designed to win more business.

SharePoint as part of the Office 365 suite. Create “Sites”, which can be used for sharing content and documents.

Send Emails from Workbooks through Gmail. Gmail emails can also be synced back to Workbooks through Dropbox.

Integrate with Word, Excel, Power BI and Outlook and move files between Workbooks and your device.

Synchronise emails, meetings, contacts and tasks between your email provider and Workbooks.

Keep on top of complex resource planning needs with all data fed to and from Workbooks CRM.

Enable mobile data collection to optimise your warehouse and manufacturing operations with all data shared with Workbooks CRM.

Microsoft Dynamics NAV offers mid-sized organisations specialised functionality for manufacturing, distribution, government, retail, and other industries.

Manage and monitor operations effectively and efficiently.

Manage your manufacturing and supply chain on the go, with all data fed back into Workbooks CRM for a 360 degree view of your business.

Streamline operations and manage with insight with all data fed back into Workbooks CRM for a 360 degree view of your business.

SAP ERP is designed to support and integrate business processes.

Create and update campaign memberships, create tasks for new and existing sales leads from EventBrite for better management and tracking.

Pull Event information from Event HQ directly into Workbooks Campaigns.

Handle registration, attendance etc with all data fed straight into Workbooks.

Set up, manage and deliver online webinars easily with full integration with Workbooks including communication workflows.

Run effective webinar with data flowing back and forth between workbooks and On24 for a superior customer experience.

Seamlessly create beautiful and engaging emails, send them to your segmented subscribers, and see activity in real time.

provides professional email marketing.

Create Campaigns and Lists from Workbooks in Campaign Master to allow for the sending of relevant and targeted campaigns. Results are synced back into CRM.

Send beautiful emails, manage lists and subscribers, and track the results of your campaigns.

Create beautiful landing pages and complete marketing funnels that integrate with your data in Workbooks.

Create Campaigns and Lists from Workbooks in dotmailer to send targeted campaigns. Results are synced back from DotDigital to Workbooks Marketing Campaigns.

Create and manage leads within Workbooks from HubSpot activity, incl. lead tracking from the website. Further integration with Hubspot CRM is also available through Zapier, such as creating cases, creating / updating contacts and organisations and so on.

Marketing automation platform leveraging data from Workbooks CRM for effective targeting and results tracking.

See the business information and website visitor details that are visible from within your Lead Forensics portal, from inside Workbooks CRM.

Recognize anonymous B2B website visitors with Leadinfo and send them directly to Workbooks. Track their website activity within Workbooks to never miss a sale again.

Create Campaigns and Lists from Workbooks in Mailchimp to send targeted campaigns. Results are synced back from Mailchimp to Workbooks Marketing Campaigns.

Send emails to Mailparser, get structured data in return. Leads, Contact Forms, eCommerce, Shipping Notes, Attachments, Customer Info & more.

When a new lead is created in Marketo Workbooks can automatically create a new Person or Lead allowing you to seamlessly record all interactions.

Capture subscribers, create emails and send and track the results in real time.

Leverage Workbooks CRM data for your marketing.

email infrastructure that connect to Workbooks data.

Powerful, affordable marketing tools for marketing agencies and SMBs.

A native integration within Workbooks for Marketing Automation. Create Campaigns send targeted campaigns and review results from within Workbooks CRM.

Find sales leads by utilizing big data.

Integrate your phone system with Workbooks allowing all communications to be stored in one place.

Easily fire off an SMS or Call. You can trigger events when your phone number is called or texted as well.

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

click to dial, screen popping and call ID.

click to dial, screen popping and call ID.

Send and receive SMS and voice calls.

Send and receive SMS, voice calls, send email and direct mail.

Send and receive texts to and from an existing landline or toll free number.

For service desk, CRM, projects, time and expense, billing and more.

Workbooks users can integrate with Basecamp to push/pull messages to or from Workbooks activities.

Voice, video, screen share, chat, and file sharing.

Resource planning and scheduling service with timesheets and dynamic reporting.

iAuditor give you real-time visibility across your entire operation with all data sent directly into Workbooks.

Push and pull information from Case Records in Workbooks to tickets within JIRA for a single customer view.

monday.com helps you move projects forward fast, letting everyone know what’s been done on a task—and what needs finishing right now.

Easily organise and run all your processes in one place and get all details straight into Workbooks.

Team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search.

field service app and small business management platform to track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports etc.

Online task management app and todo list.

Customer Engagement Management platform.

Team collaboration tool that lets you organise anything and everything to keep your projects on task.

Project management and collaboration platform that helps you sync your team’s efforts and track your work progress in real time.

Online project management app that helps you plan your work and keep track of your progress.

Send documents from Workbooks to Adobe Sign for electronic signature – results are brought back into Workbooks so you can review a signed document at any time.

Send Proposals and view updates live within Workbooks, create Orders from signed or paid for proposals.

Sign, fill out, send, retrieve, and save documents paperlessly.

Xait CPQs technology is fully integrated into the Workbooks platform, enabling you to manage complex pricing and configuration from Opportunities, Quotations or Order records.

Reduce time and labour costs by sending out documents for digital signature (works with all transactions as well as Cases, People and Organisations), also includes a payment gateway to allow for immediate invoice payment.

Online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Store Facebook profile information in Workbooks, often automatically populated using our Enrich capability. Connect Workbooks to Facebook Adverts via Zapier and collect leads directly into Workbooks.

Integrating LinkedIn with Workbooks CRM can help grow your sales pipeline and update leads and opportunities with extra information.

By integrating Twitter with Workbooks CRM leads can automatically be created when someone new follows you.

Measure customer happiness.

Collect genuine, verified customer feedback.

Pull survey information from Survey Monkey to Workbooks, allow teams to monitor customer satisfaction, NPS and other key metrics held in one convenient place.

Collect and distribute location-based information in real time and alert people when important things happen near them.

Quickly build a form, include it on their website, and start capturing entries without having to do any development.

Build custom forms that let you collect data your way and feed into Workbooks CRM.

Create your own mobile forms. Instantly transmit your data to Workbooks CRM.

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Build forms faster than ever, with powerful widgets and a responsive editor that works offline.

Easily create and manage HTML forms.