What you can automate

When new Organisation in Workbooks CRM, find or create account in Salesflare.

When new Person in Workbooks CRM, find or create contact in Salesflare.

When new Sales Lead in Workbooks CRM, create opportunity, then find or create contact in Salesflare.

When new Account in Salesflare, create Organisation in Workbooks CRM.

When new Task in Salesflare, create Task in Workbooks CRM.

About Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

Workbooks CRM operations on Zapier

Start a workflow when this happens

Show 1 more triggers

Posted Invoice — Triggers when an invoice is complete and its status posted.

Things Salesflare can make it do

Create Case — Creates a new case.
Create Customer Order — Creates a new Customer Order
Create Customer Order and Line Items — Creates a new Customer Order and Line Items
Create Marketing Campaign — Creates a new Marketing Campaign.
Create Marketing Campaign Member — Adds a new member to a Marketing Campaign.

Show 18 more actions

Create Marketing Campaign Member Status — Adds a new member status to a Marketing Campaign.
Create Organisation — Creates a new organisation.
Create Person — Creates a new Person.
Create Sales Lead — Creates a new sales lead.
Create Task — Creates a new task.
Find or Create a Marketing Campaign — Find or Create a Marketing Campaign
Find or Create a Marketing Campaign Member — Find or Create a Marketing Campaign Member
Find or Create a Marketing Campaign Member Status — Find or Create a Marketing Campaign Member Status
Find or Create a Person — Find or Create a Person
Find or Create a Sales Lead — Find or Create a Sales Lead
Find or Create an Order — Find or Create an Order
Find or Create an Organisation — Find or Create an Organisation
Perform Dynamic Lookup — Looks up values using a Dynamic Lookup Item.
Update Customer Order — Updates a customer order which has previously been found with a Find Customer Order step.
Update Marketing Campaign Member — Update an existing member of a Marketing Campaign.
Update Organisation — Update an existing Organisation.
Update Person — Update an existing Person.
Update Sales Lead — Update an existing Sales Lead.

Look up existing records

Find a Customer Order — Finds a customer order.
Find a Marketing Campaign — Find a marketing campaign.
Find a Marketing Campaign Member — Find a marketing campaign member.
Find a Marketing Campaign Member Status — Find a marketing campaign member status.
Find a Person — Find a person.

Show 2 more searches

Workbooks CRM and Salesflare