Use Workbooks CRM with Lindy.

Connect Workbooks CRM and start asking Lindy to take work off your plate. No workflows to build, just tell Lindy what you need in plain language.

Actions

Everything Lindy can do in Workbooks CRM

Explore all the actions Lindy can perform in Workbooks CRM. Just describe what you need in plain language, and Lindy handles the rest.

actions

0

actions

Create Customer Order

Create a new customer order with details like currency, dates, and assignment information.

Create Organisation

Create a new organization record with basic details and assignment information.

Create Person

Create a new person record with basic contact information.

Find Or Create An Order

Create or locate a customer order in the CRM system.

Update Person

Update person details including name, email, biography, and assignment information.

People use Lindy at some pretty cool places.

Easy as one, two, three

How it works

1. Add Lindy to Slack

One click from the Slack marketplace. The whole team gets Lindy at once.

2. Connect your tools

Lindy works with 1,000+ apps and any MCP server.

3. Put Lindy to work

@mention Lindy in any channel and it starts working. Minutes, not a weekend.

Skills

See what's possible with Lindy

A few things people ask Lindy to do. Try one, or ask for something else entirely.

Draft personalized outreach emails in Gmail for new leads

Lindy spots new leads and writes a personal email for each one, then drafts it in Gmail.

Try this skill

Create Trello cards automatically from new Slack messages

Lindy watches your Slack and creates a Trello card whenever a new message comes in.

Try this skill

Draft personalized replies to new Typeform submissions via Gmail

Lindy reads each Typeform submission and sends a personalized Gmail reply automatically.

Try this skill

Create a HubSpot deal when a lead fills a Typeform

Lindy watches for new Typeform responses and creates a matching deal in HubSpot automatically.

Try this skill

Notify your Slack channel when a Stripe payment fails

Lindy watches Stripe for failed payments and sends an alert straight to your Slack channel.

Try this skill

Auto-log call notes to HubSpot after every meeting

Lindy listens to your calls and logs notes straight into HubSpot for you.

Try this skill

Frequently asked questions

What is Lindy?

Lindy is an AI assistant that lives in your Slack. Connect your apps, ask for what you need in plain language, and Lindy takes the work off your plate.

How do I connect Workbooks CRM to Lindy?

Sign up to Lindy, ask Lindy to connect to Workbooks CRM, and approve the connection when prompted. From then on you can ask Lindy to do things in Workbooks CRM whenever you need.

Do I need to build workflows or write code?

No. There's nothing to build or configure. You ask Lindy in Slack the same way you'd ask a colleague, and Lindy handles the rest.

Can Lindy handle Workbooks CRM tasks automatically?

Yes. Ask once and tell Lindy when to repeat it, like every Monday at 9am, and it becomes a routine that runs without you.

What can Lindy do with Workbooks CRM

Read and act on data in Workbooks CRM, and trigger workflows when something changes there. Tell Lindy the outcome you want and it handles the rest.

Does Lindy work with my other tools too?

Yes. Lindy connects to 1,000+ apps and any MCP server, so you can ask for tasks that span Workbooks CRM and the rest of your stack in a single request.

Ready when you are.

Free to try. In your Slack in two minutes.

7-day free trial • Cancel anytime

Use Workbooks CRM with Lindy.

Everything Lindy can do in Workbooks CRM

People use Lindy at some pretty cool places.

How it works

1. Add Lindy to Slack

2. Connect your tools

3. Put Lindy to work

See what's possible with Lindy

Related Articles

AI Agents for Marketing: Benefits, Tips, and Top Use Cases

How to Use AI for Digital Marketing: Top 10 Use Cases + Benefits

Vibe Marketing Guide: What Is It, Key Examples, & AI Tools

Frequently asked questions

Ready when you are.