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.
See all SmartReach + Workbooks integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
SmartReach Explore SmartReach →
TriggersFires when a new email arrives in SmartReach.
Fires when an email is sent from SmartReach.
Fires when a tracked email sent via SmartReach is opened.
Fires when an email sent via SmartReach bounces.
Sends an email via SmartReach.
Creates a draft email in SmartReach.
Applies a label or folder to an email in SmartReach.
Moves an email into a different folder in SmartReach.
Workbooks Explore Workbooks →
TriggersFires when a new contact or lead is added to Workbooks.
Fires when a field on a contact changes in Workbooks.
Fires when a deal, case or record moves to a new stage in Workbooks.
Fires when a deal is marked won in Workbooks.
Creates or updates a contact in Workbooks.
Creates a new deal in Workbooks.
Moves a deal or record to a new stage in Workbooks.
Logs a call, email, or note against a record in Workbooks.
More SmartReach + Workbooks workflows
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.
See details
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.
See details
See all SmartReach + Workbooks integrations → · Browse the full workflow library →
Common questions
Can Knit build “Log contact activity when incoming emails arrive” between SmartReach and Workbooks?
Yes — describe it in the box above and Knit's Integrations Agent researches SmartReach and Workbooks's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to 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.