Workbooks is a UK-based mid-market CRM with a robust REST API. We authenticate with an API key tied to a Workbooks user and write Leads, People, Organisations, Opportunities, and Cases.
Workbooks Process Engine can call webhooks on record changes, which we use to fire AI follow-up campaigns from inside Workbooks.
Popular workflow recipes
When this happens → do thatTriggers & Actions
5 triggers · 4 actionsA Contact, Lead, or Deal is created in Workbooks from any source (chat, web form, manual entry).
A Workbooks Deal or Lead moves between stages or has its status updated.
Any Workbooks property or custom field changes value — use it as a trigger for AI follow-ups.
A Workbooks record is reassigned to a different sales rep or team.
Any Workbooks Process Engine rule can call our inbound webhook.
From chat, voice, and forms.
Mapped into the right pipeline and stage.
Conversation summary on the record.
Lead source, score, and bespoke fields.