Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

You can find more information here.

How this Workbooks CRM + TrueMail integration works

• 1. Add new record to a Workbooks CRM account
• 2. Zapier sends the email to be verified with TrueMail
• 3. Zapier updates the existing Workbooks CRM record with TrueMail result code in a custom field

Apps involved

• • Workbooks CRM
• • TrueMail

Workbooks CRM Triggers

• Case Contact.

  Returns available case contacts for use in dynamic dropdowns.

• Posted Invoice.

  Triggers when an invoice is complete and its status posted.

• Case Assigned To.

  Returns available case assignees for use in dynamic dropdowns.

• Task Priority.

  Returns task priorities for use in dynamic dropdowns.

• New Case.

  Triggers when a new case is created.

• Person Assigned To.

  Returns assignees for people for use in dynamic dropdowns.

• New Person.

  Triggers when a new person is created.

• Personal Title.

  Returns personal titles for use in dynamic dropdowns.

• New Sales Lead.

  Triggers when a new sales lead is created.

• Industry.

  Returns industries for use in dynamic dropdowns.

• Task Contact.

  Returns available task contacts for use in dynamic dropdowns.

• Sales Lead Assigned To.

  Returns assignees for sales leads for use in dynamic dropdowns.

• Organisation Assigned To.

  Returns assignees for organisations for use in dynamic dropdowns.

• Campaign Membership Status.

  Returns campaign membership status for use in dynamic dropdowns.

• Task Assigned To.

  Returns assignees for tasks for use in dynamic dropdowns.

• Test Trigger.

  A test trigger used by Zapier when testing authentication. Should be hidden from end users.

• Task Status.

  Returns task status for use in dynamic dropdowns.

• Job Role.

  Returns job roles for use in dynamic dropdowns.

• Employer.

  Returns eployers for use in dynamic dropdowns.

• Task Type.

  Returns task types for use in dynamic dropdowns.

• Case Status.

  Returns case status for use in dynamic dropdowns.

• New Organisation.

  Triggers when a new organisation is created.

• Case Priority.

  Returns case priotity for use in dynamic dropdowns.

• Case Type.

  Returns case type for use in dynamic dropdowns.

• Sales Lead Rating.

  Returns sales lead rating types for use in dynamic dropdowns.

• Organisation Category.

  Returns organisation categories for use in dynamic dropdowns.

• Marketing Campaign.

  Returns available marketing campaigns for use in dynamic dropdowns.

• Lead Source Type.

  Returns lead source for use in dynamic dropdowns.

• Case Product Category.

  Returns case product categories for use in dynamic dropdowns.

• Preferred Language.

  Returns languages for use in dynamic dropdowns.

• Country.

  Returns countries for use in dynamic dropdowns.

• Special Requirements.

  Returns special requirements for use in dynamic dropdowns.

• Case Source.

  Returns case source for use in dynamic dropdowns.

• Posted Credit Note.

  Triggers when a credit note is posted.

• Sales Lead Status.

  Returns sales lead status for use in dynamic dropdowns.

• Case Resolution Status.

  Returns case resulution for use in dynamic dropdowns.

• Create Person.

  Creates a new person.

• Create Sales Lead.

  Creates a new sales lead.

• Create Organisation.

  Creates a new organisation.

• Create Case.

  Creates a new case.

• Create Task.

  Creates a new task.