Website and CRM – a match made in heaven - Workbooks CRM
Posted Oct 14, 2016 8 min read
Website and CRM – a match made in heaven - Workbooks CRM
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With business logic and workflows are used for our free trial. Once a free trial form has been submitted, a workflow will automatically create a user in Workbooks in order to allow for that person to access our Cloud-based CRM platform and start the trial. This automatically happens on submission of the form.

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