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Workbooks CRM Integration

Manage all of your data and reports from email marketing campaigns in your CRM. Jump at the opportunities as they happen.

Align your lead generation with sales & marketing

With our Workbooks CRM integration, you can identify, track and manage leads through the sales pipeline from your CRM. See which prospects, customers, suppliers, and competitors are on your website, what they are looking at and which marketing campaign they might have come from. All within Workbooks.

Get website data direct to your CRM

Improve your lead generation by syncing your web activities as they happen in your CRM. From what pages website leads look at to what their “lead score” is and when they last visited your website. Feed your lead generation directly into Workbooks CRM so you can see all the website lead information you need in one place. Including who holds the account.

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Data syncing and segmentation

The key to successful email marketing lies in granular segmentation. With our integration, you can segment your email marketing lists as you wish. Create dynamic groups in Workbooks and truly targeted campaigns in CommuniGator. Then marry the two up for a more successful email campaign.

Report on a granular level

With CommuniGator and Workbooks integrated together, you can see what each of your leads is doing at every stage of the pipeline. With this level of insight, you can report on data at an individual level. This fine level of detail will allow you to improve your marketing processes across the board.

Manage your marketing effectively

With CommuniGator’s level of integration, you can manage every aspect of your marketing. From website activity and lead generation to email campaigns and lead nurturing. Create highly targeted marketing campaigns based on what your CRM contacts are doing.

Our CRM support structure

Combining CommuniGator and Workbooks is the ideal way to personalise your marketing without any extra effort. Grow, nurture and manage new business and upsell opportunities in one place. Use our marketing specialists and support team to help you take your marketing to new heights.