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Connect Workbooks CRM to Contacts+

Automate workflows and sync data between Workbooks CRM and Contacts+ with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Workbooks CRM & Contacts+?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Workbooks CRM and Contacts+ perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Workbooks CRM and Contacts+ for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

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Workbooks CRM

Triggers (4)

New Organisation (Instant)

Emit new event when a new organisation is created.

webhook
New Person (Instant)

Emit new event when a new person is created.

webhook
New Posted Credit Note (Instant)

Emit new event when a new credit note is posted.

webhook
New Posted Invoice (Instant)

Emit new event when a new invoice is posted.

webhook

Actions (5)

Create Customer Order

Creates an order from your customers for your goods or services.

Create Organisation

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

Create Person

Creates a person. People are recorded in your database, e.g a contact, an employee.

Find or Create an Order

Returns and order if exists otherwise creates a new one.

Update Person

Updates a person.

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Contacts+

No public trigger or action list is available for Contacts+ yet.

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

How It Works

1

Connect Apps

Authenticate your Workbooks CRM and Contacts+ accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Workbooks CRM and Contacts+ with 4 public triggers available for instant updates.

Automated Actions

Execute 5 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Workbooks CRM and Contacts+ in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Workbooks CRM and Contacts+ with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect Contacts+ to Workbooks CRM for bidirectional automation

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Explore all available Workbooks CRM connections

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All Contacts+ Integrations

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Ready to Connect Workbooks CRM & Contacts+?

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