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How To Integrate Workbooks CRM With Magento 2?

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
  • Step 4: Integrate Workbooks CRM

Step 1: Sign up the Zapier account

  • Signup Zapier

Step 2: Sign up the Workbooks CRM account

  • Signup Workbooks CRM
  • When you log in into Zapier, click on Make a Zap to start integrating.

Step 3: Integrate Magento 2.x

  • In this step, click on Magento 2.x so that Zapier can collect all the data from your store.
  • Further, click on New Customer in select Magento 2.x Trigger field and then choose save+continue.
  • Next, you need to connect an Account in select Magento 2.x account field. In this step, you have to enter full domain, admin username and admin password of your Magento 2 store as the following image:
  • After creating your Magento 2.x account your screen will display as an image below. Then, click on Save + Continue.

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.

  • In Select Workbooks CRM Action field, you can choose one of the options on this page and click on Continue.
  • Next, you need to select Workbooks CRM account for that click on Connect an Account.
  • Your screen will display as an image below, enter your API key from your Workbooks CRM account that you have signed up and click on Yes, Continue
  • Next, you have to set up Workbooks CRM Sales Lead. For this enter all required fields on page, then choose continue box.
  • Wow, you have tested Workbooks CRM successfully. Finally, choose Finish and set the name your zap to complete.
  • Your Zap is working and from now it will auto-check for your Magento 2.x new customer.
  • Below is the result for all the steps you have done.

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.

Fill the form below if you need us to connect your Magento store with Workbooks CRM.





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    Eshika Is a bibliophile and conversationalist. Her life revolves around writing , photography, presentation and repeat. "go with the Flow" is her approach in life.

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