Workbooks CRM
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Integrate the Workbooks CRM API with the Twilio SendGrid API
Setup the Workbooks CRM API trigger to run a workflow which integrates with the Twilio SendGrid API. Pipedream's integration platform allows you to integrate Workbooks CRM and Twilio SendGrid remarkably fast. Free for developers.
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Popular Ways to Connect Workbooks CRM with Twilio SendGrid#
Popular Workbooks CRM and Twilio SendGrid Triggers#
Popular Workbooks CRM and Twilio SendGrid Actions#
Creates an order from your customers for your goods or services.
Allows you to add one or more email addresses to the global suppressions group. See the docs here
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Creates a person. People are recorded in your database, e.g a contact, an employee.
Overview of Workbooks CRM#
The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.
Connect Workbooks CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
workbooks_crm: {
type: "app",
app: "workbooks_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://secure.workbooks.com/activity/tasks.api`,
headers: {
"Cookie": `Workbooks-Session=${this.workbooks_crm.$auth.session_id}`,
},
})
},
})
Overview of Twilio SendGrid#
The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.
Connect Twilio SendGrid#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
sendgrid: {
type: "app",
app: "sendgrid",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.sendgrid.com/v3/user/account`,
headers: {
Authorization: `Bearer ${this.sendgrid.$auth.api_key}`,
},
})
},
})
Community Posts#
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