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Workbooks is an application which contributes a lot in your Ecommerce store and if it’s not integrated with your Magento store then it’s high time for you to know how to integrate Workbooks CRM with Magento 2.
First let’s find out
What is Workbook CRM?
Workbooks CRM is software that provides necessary tools for merchants and marketers as well as helps them generate leads and sales channels. It also allows you to track the most effective online campaigns through detailed analysis and reports.
One of the most useful features of Workbooks is it has the ability to integrate with social media and allows you to interact with customers wherever they want.
In addition to this you can also take advantage of Workbooks’ leading automation and forecasting tools to track your competitor’s business. Thus it can help you to deliver the right marketing campaign for your store business.
How to integrate Workbooks CRM on Magento 2
To integrate Workbooks CRM
Step 1: Sign up the Zapier account
Step 2: Sign up the Workbooks CRM account
Step 3: Integrate Magento 2.x
Great! You have just tested Magento 2.x successfully. Please continue doing the next step.
Step 4: Integrate Workbooks CRM
In this step, choose an Action App field, select Workbooks CRM and then click on Continue.
Hence this is how we integrate Workbooks CRM with Magento 2.
If you still failed to integrate, then hire Mage Monkeys for the Magento integration service.
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