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Workbooks CRM API Documentation

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

Developer

API Overview

Workbooks CRM is a cloud-based customer relationship management (CRM) software designed to streamline sales, marketing, and customer service processes. It offers a comprehensive suite of features, including contact management, lead tracking, sales pipelines, marketing automation, and customer support ticketing. Workbooks CRM integrates with popular business applications such as email, calendar, and accounting software, providing a centralized platform for managing customer interactions. Its user-friendly interface and customizable dashboards empower businesses to gain actionable insights into their sales and marketing performance, enabling them to make data-driven decisions to improve customer engagement and drive growth. Workbooks CRM API overview: The Workbooks CRM API provides developers with a set of RESTful APIs to programmatically interact with the CRM system. The API documentation is comprehensive and includes detailed descriptions of endpoints, request and response formats, and code samples. The REST APIs cover various CRM functionalities, such as creating and managing contacts, leads, and opportunities; tracking sales activities; and accessing customer support data. Webhooks allow developers to receive real-time notifications when specific events occur within the CRM system, enabling them to integrate Workbooks CRM with other applications and automate workflows. Rate limits are implemented to ensure the stability and performance of the API, and developers are advised to adhere to the specified limits to avoid potential throttling.

Rate Limits

Free Plan

100 requests per minute

Professional Plan

1,000 requests per minute

Enterprise Plan

5,000 requests per minute

FAQs

Details

Provider

Country HQ

API Type

REST

Categories

CRM

Alternatives

Important URLs

Last Updated on

2024-04-04

Created At

2023-12-14

Screenshots

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We do our best to ensure that the data we release is complete, accurate, and useful. However, because we are not able to verify all the data, and because the processing required to make the data useful is complex, we cannot be held liable for omissions or inaccuracies.

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