PieSync integrates Kustomer with Workbooks for an automatic 2-way contacts sync. Every time you add or update a contact in Kustomer, it is automatically synced with Workbooks, and vice versa - eliminating import/export!
Want to win time by managing just one application? Set up PieSync for free today and start syncing your Kustomer and Workbooks contacts.
It takes 5 minutes to start syncing Kustomer with Workbooks
no-strings-attached 14-day free trial
More connections with Kustomer and Workbooks are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
Kustomer is a platform that grows with your business. Your customers are people not tickets. Easily integrate all your customer information in one place: conversations, tracking events, custom objects and tracking events in an easy-to-use interface.
Workbooks is a CRM for SMEs who love the Windows-like interface. Features such as lead-creation, pipeline management, deal tracking and invoice creation together with sales and marketing automation, and integrations make this a great tool to grow your business from!
We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.
Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.