Wizard Systems

How to integrate Workbooks CRM with Google?

Did you know that Workbooks can be integrated with Google in more ways than you might think?

 

2 Factor Authentication

With security in mind, it's now possible to link your Google login to authenticate with Workbooks for a 2 Factor Authentication secure login.

 

Google Apps & Docs

Workbooks can be linked with Google Docs to help produce documents based on objects within Workbooks.  This can be Quotes, Contracts and so on.

Google Apps can also be launched from inside Workbooks in context with records.

 

Gmail

Emails can be attached to records in Workbooks using the Email DropBox.  Workbooks can be setup to send emails from you Gmail account.

 

Google Calendar

You can create meeting and invites in Workbooks that are then synced to your Google Calendar.

The Google calendar will send out the invites and deal with the responses.  The attendees and whether they are attending or not is looked after in the Google calendar and synced into Workbooks.  You can then see the meeting attendees and the status of each in Workbooks.

 

Google Analytics

You can use the Web2Lead feature within Workbooks to integrate with Google Analytics.  You can then collect information on how visitors land on your website.

For more information on how to integrate a CRM with Google or more information on Workbooks CRM, contact Wizard Systems.

Workbooks Users no longer have to wait for a developer to build an integration....

There is no need to keep waiting for developers to build the integrations you wish for.

Workbooks can communicate with Zapier (www.zapier.com), a tool that makes it possible to connect the apps you use and get more out of your data, thus allowing you to automate tasks between online apps. This will allow you to be able to use complementary apps side by side in the way you want.

How does it work?

Zapier is a web automation tool where you can build Zaps that can automate specific parts of your business. A Zap is a blueprint of a predefined task that you want to run over and over again. Zaps work by using 'Triggers' and 'Actions', allowing you to tell Zapier 'When this happens in this app, do that in another app'.

•The Zapier Triggers are controlled by Triggers and Webhooks within Workbooks. The 'Workbooks Trigger' listens for any change in Workbooks that meets a specific criteria, and uses a Webhook to send the relevant information to the 'Zapier Trigger'.
•The Zapier Actions collect the information sent from another app and use the Workbooks API to carry out the necessary steps within Workbooks.

Supported by over 500 applications, it is possible to mix and match Triggers and Actions to automate tasks that previously had to be carried out manually. This can aid in speeding up workflows and increasing efficiency and productivity.

Requirements

Zaps are very lightweight and easy to set up, so there are only two things needed to start creating your very own;

1. An active Workbooks account

2. A Zapier account

What Zap Templates are available?

We currently have the following Zap Templates available. We recommend that you read our Settings up Zaps page to find documentation for each of these, and to learn how to set up Zaps with Workbooks. Alternatively clicking 'Use this Zap' below will take you to Zapier's website to start creating the Zap.

• Add new Facebook Lead Ad leads as new people in Workbooks CRM
• Create Google Drive folders for new cases on Workbooks CRM
• Copy new posted invoices from Workbooks CRM to Xero
• Create new Sales Leads in Workbooks CRM from Wufoo Form Entries
• Create new Basecamp Projects when new cases are raised in Workbooks CRM

Now you can link Workbooks to many other popular Cloud Applications with the new 'Zapier' integration!

Workbooks can now communicate with Zapier, a tool that makes it possible to connect the apps you use and get more out of your data thus allowing you to automate tasks between online apps. This will allow you to be able to use complementary apps side by side in the way you want.

How does it work?
Zapier is a web automation tool where you can build ‘Zaps’ that can automate specific parts of your business. A Zap is a blueprint of a predefined task that you want to run over and over again. Zaps work by using Triggers and Actions, allowing you to tell Zapier “When ‘this’ happens in this app, do ‘that’ in another app”. In this example ‘this’ is the Trigger and ‘that’ is the Action.

Supported by over 500 applications it is possible to mix and match Triggers and Actions to automate a lot that previously has had to be carried out manually. This can aid in speeding up workflows and increasing efficiency and productivity. You could integrate Workbooks to popular applications like Google, Xero, and Quickbooks.

Requirements
Zaps are very lightweight and easy to set up so there are only two things needed to start creating your very own;

1. An active Workbooks account

2. A Zapier account

...If you need any help with your integration, please contact Wizard Systems for more information.

 

New - Synchronise your Gmail and Google Apps with your CRM

Launching in July 2015, Riva now has the capability of integrating your Gmail and Google Apps to your favourite CRM like GoldMine and Sage.

Gmail Integration

Riva synchronizes appointments, contacts, email, opportunities, cases, quotes and other CRM objects directly between Gmail and your CRM. Here you see an email that has been processed and synchronized from Gmail to CRM because it has the “Processing Complete” label assigned to it.

Synchronise Contacts and Leads

Riva seamlessly syncs CRM contacts and leads automatically and identifies them with a CRM label to to keep CRM contacts separated from your personal contacts. Contacts and leads can be synchronized in both directions.

Synchronise your Google Calendar with CRM

You can choose to sync your calendars to/from your default Google calendar or to a separate CRM-labeled calendar.

Display data as email on mobile devices

Riva can be configured to display CRM opportunities, cases, quotes, projects, and custom objects so they appear in the related Folders in Gmail. Because they are created as emails that contain the CRM information, this information can be viewed on all Gmail clients including mobile devices. Using Riva’s single-click Connect Bar, users can open the specific records in CRM in View or Edit mode.

For more information on Riva and how it integrates to GoldMine, Sage and other leading CRMs, please contact Wizard Systems.

 

Workbooks News: Coming soon, Google Calendar Synchronisation

Workbooks have built the ability to synchronise Workbooks Meeting records with your Google calendar. This allows you to create meetings in Workbooks and have these meeting appear in your Google calendar. If you add attendees to a meeting record in Workbooks and these will be synchronised across to Google. The Google calendar will also send the meeting requests to the attendees. The integration will maintain the attendee status between both systems.

This is due for release in the next month or so.