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

• Signup Zapier

Step 2: Sign up the Workbooks CRM account

• Signup Workbooks CRM

After logging into Zapier, choose Make a Zap to start integrating

Step 3: Integrate Magento 2.x

• In this step, choose Magento 2.x so that Zapier can get all data from your store.

• Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

• After that, you need to connect an Account in select Magento 2.x account field. 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

• In Choose an Action App field, choose Workbooks CRM and 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. 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 Yes, Continue

• Next, you have to set up Workbooks CRM Sales Lead. Now, please enter all required fields on page, then choose continue box.

• Wow, you have tested Workbooks CRM sucessfully. Finally, choose Finish and set the name your zap to 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.