SmartReach + Workbooks Integrations, Built by an AI Agent
Put SmartReach + Workbooks to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between SmartReach and Workbooks
See the kind of workflows teams build with SmartReach and Workbooks below — describe the exact one you want above and the Agent builds it on demand.
SmartReach + Workbooks
When a new organization is created in Workbooks CRM, add prospect contacts to SmartReach.
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Send welcome emails to newly created leads
When a new lead is created in Workbooks, automatically send an introductory email in SmartReach to jumpstart prospect engagement.
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Log contact activity when incoming emails arrive
When an email is received in SmartReach, automatically log activity in Workbooks to maintain a complete history of customer interactions.
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Update contact records when emails bounce
If an email bounced in SmartReach, automatically update the contact in Workbooks to flag invalid details and clean up your database.
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Browse the full workflow library →
Looking to achieve something else with SmartReach and Workbooks?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for SmartReach and Workbooks
Everything SmartReach and Workbooks can do inside a workflow — the triggers that start one and the actions that run when it fires.
SmartReach Explore SmartReach →
SmartReach is a sales cold email automation software that helps sales teams schedule, deliver, and track personalized email sequences.
TriggersTriggers when a prospect clicks a link (if click tracking is enabled on the campaign).
Triggers when a campaign is completed for a prospect.
Triggers when a prospect's email is found to be invalid.
Triggers when an email is sent to a prospect.
Triggers when a prospect opens an email from a campaign (if open tracking is enabled on the campaign).
Triggers when a prospect's category is updated.
Creates a prospect.
Add tags to an existing prospect.
Assigns prospect to a campaign.
Adds a new domain to Do Not Contact List.
Adds a new email to Do Not Contact List.
Marks a prospect as Completed and pauses any active campaign for them.
Workbooks Explore Workbooks →
A web-based customer relationship management platform designed to help businesses streamline sales, marketing, and service operations.
TriggersTriggers when a new case is created.
Triggers when a new organisation is created.
Triggers when a new person is created.
Triggers when a new sales lead is created.
Triggers when a credit note is posted.
Triggers when an invoice is complete and its status posted.
Looks up values using a Dynamic Lookup Item.
Adds a new member to a Marketing Campaign.
Adds a new member status to a Marketing Campaign.
Creates a new case.
Creates a new Marketing Campaign.
Creates a new Customer Order
Other Email apps on Knit
Explore more Email integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
ActiveCampaign Postmark
ActiveCampaign Postmark is a transactional email delivery service designed to help developers send application emails and monitor delivery performance.
Amazon SES
A cloud-based email sending service designed to send transactional, notification, and bulk marketing emails reliably.
Autoklose
Autoklose is an email sales automation platform designed to manage contacts, automate outreach campaigns, and engage prospects.
Bluetick.io
Bluetick.io is an automated email follow-up platform designed to help sales teams engage prospects and streamline outreach.
Connect 365
Connect 365 is an automated email outreach application that delivers personal cold prospect messaging directly through web email accounts.
EcoSend
EcoSend is a climate-conscious email platform designed to help businesses send marketing campaigns and transactional emails sustainably.
Elastic Email
Elastic Email is an email marketing and transactional email delivery platform featuring SMTP relay and email API services.
Gmail
Gmail is a free email service developed by Google that allows users to send, receive, and manage messages.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about SmartReach + Workbooks
Is there a pre-built SmartReach + Workbooks automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches SmartReach and Workbooks's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built SmartReach or Workbooks connector?
No. The Agent works whether or not SmartReach or Workbooks already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
What are the benefits of linking Workbooks and SmartReach?
Connecting them automates prospective buyer engagement, keeps communication histories updated in CRM records, and maintains list health when messages bounce.
Can incoming emails update sales deal notes?
Yes, receiving an email in SmartReach can automatically log activity against the matching contact or deal in Workbooks.