How to integrate Workbooks CRM with Magento 2?
It’s high time for Magento 2 store owners to know how to integrate Workbooks CRMwith Magento 2. Workbooks is an application that plays an important role in every e-commerce store. It’s a shame if Workbooks CRM isn’t included in the critical software list of your store.
Workbooks is a customer relationship management software that provides necessary tools for merchants and marketers as well as helps them generate leads and sales channels. In addition, this software allows you to track the most effective online campaigns through detailed analysis and reports. An extremely useful feature of Workbooks is it has the ability to integrate with social media and allows you to interact with customers wherever they want.
What’s more, you can also take advantage of Workbooks’ leading automation and forecasting tools to track your competitor’s business. This 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 for your Magento 2 store to manage the store effectively
Step 1: Sign up the Zapier account
Step 2: Sign up the Workbooks CRM account
After logging into Zapier, choose
Make a Zap to start integrating
Step 3: Integrate Magento 2.x
- In this step, choose
Magento 2.xso that Zapier can get all data from your store.
- Then, choose
select Magento 2.x Triggerfield and click on
- After that, you need to
connect an Accountin
select Magento 2.x accountfield. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:
- After generating your Magento 2.x account, the screen will display as an image below. Then, choose
Save + Continue.
- Wonderful! You have just tested Magento 2.x successfully. Please continue doing the next step.
Step 4: Integrate Workbooks CRM
Choose an Action Appfield, choose
Workbooks CRMand click on
Select Workbooks CRM Actionfield, you can choose one of the options on this page and click on
Next, you need to
select Workbooks CRM account. Please click on
Connect an Account.
Your screen will display as an image below, then, enter your API key from your Workbooks CRM account that you have signed up and click on
Next, you have to
set up Workbooks CRM Sales Lead. Now, please enter all required fields on page, then choose
Wow, you have tested
Workbooks CRMsucessfully. Finally, choose
Finishand set the
name your zapto complete.
- Your Zap is working and it will auto-check for your Magento 2.x new customer.
- After all, here is the result that you have done.
- Now, you have just integrated Workbooks CRM with Magento 2.
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