Why integrate
What happens when you automate the repetitive work
Stop toggling between tools. Automate the busywork — syncing contacts, triggering follow-ups, moving data between apps. Let your CRM become the center of your workflow.
What happens when you automate the repetitive work
New lead from a form, email, or SMS? It becomes a contact in Workably automatically. No typing twice.
Automate reminders, calendar events, and tasks so nothing slips. Your CRM does the remembering for you.
Your contacts, deals, and activity live in Workably but sync everywhere else. No conflicting data.
Machines are better at repetitive work than humans. Focus on what matters — closing deals.
Three straightforward steps
In Workably, go to Settings → Integrations and click Generate API Key. Copy it — you'll paste it into Zapier next.
Visit zapier.com, search for Workably, and click Connect. Paste your API key and Zapier verifies it instantly.
Choose a trigger (what starts the automation) and an action (what happens next). Pick from templates below or build from scratch. Test it. Turn it on.
Automations that actually save time
Every time someone fills out your inquiry form, a new contact appears in Workably — ready to follow up.
Create a deal in Workably and a follow-up reminder lands on your Google Calendar automatically.
Mark a deal as won in Workably and your team gets a Slack notification instantly. Celebrate together.
Keep a running record of all leads in Google Sheets for reporting, sharing, and deeper analysis.
Important email lands in Gmail? Automatically create a follow-up task in Workably so you don't miss it.
Connect Workably to Twilio and get a text message every time a new contact is created. Stay on top.
Common ones answered
No. Zapier's free tier covers basic two-step automations. For multi-step workflows or higher task limits, a paid plan helps. Check zapier.com/pricing.
Yes. Zapier integrates with Workably on all plans including free. Your contact and data limits still apply based on your Workably plan.
Zapier logs all errors. For workflow issues, go to zapier.com/app/get-help. For Workably questions, email hello@workably.app.
Yes. Build separate Zaps for different email accounts, Google accounts, or any other app. Each Zap can connect to different platforms.
Connect Workably to your toolkit and let machines do what machines do best — the repetitive, predictable work that wastes your time.
Connect now on Zapier