PieSync integrates Workbooks with CleverReach for an automatic 2-way contacts sync. Every time you add or update a contact in Workbooks, it is automatically synced with CleverReach, and vice versa - eliminating import/export!
Syncing Workbooks with CleverReach is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Workbooks with CleverReach.
More connections with Workbooks and CleverReach are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
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!
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This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.
Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.