Connect Map My Customers to Workbooks CRM and automate any workflow
![Map My Customers](https://zapier-images.imgix.net/storage/developer_cli/c5e2e79823f328d19eb69fda6221dee1_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Map My Customers](https://zapier-images.imgix.net/storage/developer_cli/c5e2e79823f328d19eb69fda6221dee1_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Workbooks CRM](https://zapier-images.imgix.net/storage/services/fb20f68c050d74bab27afa09e7f868a9_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Workbooks CRM](https://zapier-images.imgix.net/storage/services/fb20f68c050d74bab27afa09e7f868a9_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Map My Customers with Workbooks CRM - no code necessary. See how you can get setup in minutes.
Select a trigger from Map My Customers
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Workbooks CRM
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Map My Customers to Workbooks CRM
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Map My Customers and Workbooks CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Map My Customers and Workbooks CRM to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Filter by Activity Type
- Filter by Assignee
- Completed?
- Public?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New User
Triggers when a new user is added to your organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Object TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IDRequired
- Name
- Email
- Phone Number
- Website
- Pin Color
- # of Employees
- Annual Revenue
- Street Address
- Address City
- State/Province
- Postal Code
- Country
- Parent Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IDRequired
- Activity Type
- Name
- Start Time
- Duration
- Filter by Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Email
- Phone Number
- Website
- Parent Company
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Type
- Name
- Start Time
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full Name
- Email
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Email
- Phone Number
- Company
- Company ID
- Unique IDRequired
- First Name
- Last Name
- Email
- Phone Number
- Pin Color
- Company
- Street Address
- Address City
- State/Province
- Postal Code
- Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
- Company ID
- Unique IDRequired
- Name
- Company
- Person
- Filter by Funnel
- Score
- Closing Date
- Amount
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Organisation
Triggers when a new organisation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Sales Lead
Triggers when a new sales lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Posted Invoice
Triggers when an invoice is complete and its status posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Marketing Campaign ID
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Assigned ToRequired
- StatusRequired
- Description
- Contact
- Contact Email
- Contact Telephone
- Priority
- Product Category
- Resolution Status
- Resolution Description
- Source
- Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Order NameRequired
- Assigned ToRequired
- Document CurrencyRequired
- Customer Order DateRequired
- Status
- Tax point dateRequired
- Accounting period ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Assigned ToRequired
- Category
- Industry
- Website
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Marketing Campaign ID
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Lead Person's NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Marketing Campaign ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Lock VersionRequired
- Member's NameRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Lock VersionRequired
- Name
- Assigned ToRequired
- Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Lock VersionRequired
- Title
- Lead Person's NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Marketing Campaign ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- EmailRequired
- Marketing CampaignRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer Order Name
- External Reference
- Object Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign Name
- Object Reference
- External Reference
- Name
- Assigned ToRequired
- Type
- Status
- Start Date
- End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- StatusRequired
- Marketing CampaignRequired
- External Reference
- Marketing Campaign ID
- Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Campaign Name
- Website
- Object Reference
- External Reference
- Name
- Assigned ToRequired
- Category
- Industry
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Marketing Campaign ID
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
- Title
- Lead Person's NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Marketing Campaign ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Filter by Groups
- Filter by Funnel
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Object TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Object TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IDRequired
- First Name
- Last Name
- Email
- Phone Number
- Pin Color
- Company
- Street Address
- Address City
- State/Province
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IDRequired
- Name
- Company
- Person
- Filter by Funnel
- Score
- Closing Date
- Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Email
- Phone Number
- Company
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Email
- Phone Number
- Website
- Parent Company
- Company ID
- Unique IDRequired
- Name
- Email
- Phone Number
- Website
- Pin Color
- # of Employees
- Annual Revenue
- Street Address
- Address City
- State/Province
- Postal Code
- Country
- Parent Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Activity Type
- Name
- Start Time
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
- Company ID
- Unique IDRequired
- Activity Type
- Name
- Start Time
- Duration
- Filter by Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Case
Triggers when a new case is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Posted Credit Note
Triggers when a credit note is posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lookup nameRequired
- Value
- Value list
- Default value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Marketing Campaign ID
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Assigned ToRequired
- Type
- Status
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Order NameRequired
- Assigned ToRequired
- Document CurrencyRequired
- Customer Order DateRequired
- Status
- Tax point dateRequired
- Product
- Line Description
- QuantityRequired
- Unit price (document currency)Required
- Additional Discount 1 %
- Additional Discount 2 %
- Delivery Country
- Delivery County/State
- Delivery date
- Delivery Postcode/Zipcode
- Delivery Street Address
- Delivery Town or City
- Discount given (document currency)
- Discount given (home currency)
- Display order
- Document currency
- End Date
- Event
- External Reference
- Gross (document currency)
- Gross (home currency)
- Home currency
- Location
- Net (document currency)
- Net (home currency)
- Parent Line Item
- Price Discount %
- Pricing scheme
- Sales tax (document currency)
- Sales tax (home currency)
- Sales tax code
- Sales tax ruleset
- Start Date
- Status
- Supply scheme
- Tax adjustment (document currency)
- Tax adjustment (home currency)
- Total cost (document currency)
- Total cost (home currency)
- Unit cost (document currency)
- Unit cost (home currency)
- Unit price (home currency)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Name
- Assigned ToRequired
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Marketing Campaign ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Due Date
- Completed Date
- Assigned ToRequired
- TypeRequired
- StatusRequired
- PriorityRequired
- Primary Contact ID
- Primary Contact Type
- Customer Order NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Lock VersionRequired
- Customer Order NameRequired
- Assigned ToRequired
- Document CurrencyRequired
- Customer Order DateRequired
- Status
- Tax point dateRequired
- Accounting period ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Lock VersionRequired
- Title
- Name
- Assigned ToRequired
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Marketing Campaign ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Campaign Name
- Object Reference
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- StatusRequired
- Marketing CampaignRequired
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign Name
- Website
- Object Reference
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- EmailRequired
- Marketing CampaignRequired
- Marketing Campaign ID
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Customer Order Name
- External Reference
- Object Reference
- Customer Order NameRequired
- Assigned ToRequired
- Document CurrencyRequired
- Customer Order DateRequired
- Status
- Tax point dateRequired
- Accounting period ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
- Title
- Name
- Assigned ToRequired
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Marketing Campaign ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found