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.
After logging into Zapier, choose
Make a Zap to start integrating
Magento 2.xso that Zapier can get all data from your store.
select Magento 2.x Triggerfield and click on
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:
Save + Continue.
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 CRM sucessfully. Finally, choose
Finish and set the
name your zap to complete.
It comes to the end of tutorial: How to integrate Workbooks CRM with Magento 2.
Want to apply these above Invoice templates for your store?