1. [Home](https://www.g2.com/) 2. ... 3. [CRM Software](https://www.g2.com/categories/crm) 4. [Workbooks Discussions](https://www.g2.com/products/workbooks/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_67df4dd9434f3574b9e67ebb74ab067c/workbooks.png "Product Avatar Image") ![Reward for good Workbooks reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/26404/medal.svg "Reward for good Workbooks reviews") ](/products/workbooks/reviews) [ Workbooks ](/products/workbooks/reviews) (573)4.2/5 Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price. Show More * * * ### 19 Discussions ### 21 Participants ### 45.0 Nps Score Already have Workbooks? ### All Workbooks Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 2 years ago More Options - [ # What is Workbooks used for? ](/discussions/what-is-workbooks-used-for) What is Workbooks used for? [ Sales Platforms Software ](https://www.g2.com/tags/sales-platforms-software)[ Sales Analytics Software ](https://www.g2.com/tags/sales-analytics-software)[ Lead Scoring Software ](https://www.g2.com/tags/lead-scoring-software)[ Sales Performance Management Software ](https://www.g2.com/tags/sales-performance-management-software) [ CRM Software ](https://www.g2.com/tags/crm-software)[ email marketing software ](https://www.g2.com/tags/email-marketing-software)[ A/B Testing Software ](https://www.g2.com/tags/a-b-testing-software) Show More * * * \<0\>0\>Upvotes 0 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Estelle J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Estelle J.") EJ Loading... [Estelle J.](https://www.g2.com/users/ebc9eaff-e778-4206-801c-a2d6c295965e "Estelle J.") • about 12 years ago Community Manager, Channel Focus & Cloud Services Community at Baptie & Company More Options - [ # Outlook Integration? ](/discussions/outlook-integration) Do you have integration with Outlook and what does it provide ? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes 4 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Susan C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Susan C.") SC Loading... [Susan C.](https://www.g2.com/users/690c48be-d452-4539-81da-9eecec0cd086 "Susan C.") • about 12 years ago Marketing Manager at Infosec Cloud More Options - [ # Is it easy to integrate web forms on our site to feed straight into Workbooks and to automatically allocate a lead to the right sales rep? ](/discussions/is-it-easy-to-integrate-web-forms-on-our-site-to-feed-straight-into-workbooks-and-to-automatically-allocate-a-lead-to-the-right-sales-rep) We use WordPress on our website. Is it easy to map across the data capture fields? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes 3 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Andy R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andy R.") AR Loading... [Andy R.](https://www.g2.com/users/e55b4eae-7770-4f77-b238-0a90a8fbce7e "Andy R.") • about 12 years ago Co-founder & Director at Interactive Presentation Solutions (iPS) Ltd More Options - [ # What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform? ](/discussions/workbooks) Workbooks [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes 3 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Publishing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Publishing") G2 Verified User in Publishing • about 12 years ago More Options - [ # Do you have integration with Sage financials and how do you compare to Sage CRM? ](/discussions/sage-financials) Sage Financials [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes 2 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") G2 Verified User in Computer Software • about 12 years ago More Options - [ # Do you have many US-based customers? ](/discussions/do-you-have-many-us-based-customers) How prevalent is WB in the US? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes 2 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") G2 Verified User in Information Technology and Services • about 12 years ago More Options - [ # Can I configure your system to limit what people can see what data in the system and how easy is this to do? ](/discussions/can-i-configure-your-system-to-limit-what-people-can-see-what-data-in-the-system-and-how-easy-is-this-to-do) Can I configure your system to limit what people can see what data in the system and how easy is this to do? Also can I see what users have done already in the system? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes 2 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Ian C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ian C.") IC Loading... [Ian C.](https://www.g2.com/users/75c562da-177d-4833-82ca-200bebb1f7a5 "Ian C.") • about 12 years ago Director at Wizards Ltd More Options - [ # Where do you store data I put in your system and under what jurisdiction will it be held ? ](/discussions/where-do-you-store-data-i-put-in-your-system-and-under-what-jurisdiction-will-it-be-held) Where do you store data I put in your system and under what jurisdiction will it be held ? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes 2 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Michelle B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michelle B.") MB Loading... [Michelle B.](https://www.g2.com/users/729074ea-1c36-44d3-8f8c-b4205f6e8160 "Michelle B.") • about 12 years ago Managing Consultant at Step Ahead Recruitment Ltd - Sales/Marketing/Digital Specialist More Options - [ # What Google integrations do you have available and included or extra ? ](/discussions/workbooks-7285296f-0e3c-403b-8877-d7bd5da28587) Workbooks [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes 2 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") YA Loading... [Yvonne A.](https://www.g2.com/users/755ef7b9-db60-4fd1-a09e-d499a197f71d "Yvonne A.") • over 4 years ago Administrator More Options - [ # We want to make better use of using Mailchimp for our marketing and sending out newsletters. What's the best way to go about this? ](/discussions/we-want-to-make-better-use-of-using-mailchimp-for-our-marketing-and-sending-out-newsletters-what-s-the-best-way-to-go-about-this) Using Mailchimp correctly to send out newsletters Sending email from Gmail into person / organisation record on CRM [ Lead Scoring Software ](https://www.g2.com/tags/lead-scoring-software)[ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes 1 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") - ‹ Prev‹ Prev - 1 - [2](/products/workbooks/discuss?page=2) - [Next ›Next ›](/products/workbooks/discuss?page=2) ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/workbooks/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/c1bd0d82e76f801ba71fa62855178e9f/workbooks.svg "Product Avatar Image") ### Have you used Workbooks before? Answer a few questions to help the Workbooks community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%3Fsmall_ask%3Dworkbooks) No ## Top Contributors in Workbooks 1 ![Ian M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ian M.") IM Loading... ### [Ian M.](https://www.g2.com/users/6118c789-70c2-4b0d-87b4-e147de083f6f "Ian M.") EMEA Sales Director 10 pts 2 ![Ian C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ian C.") IC Loading... ### [Ian C.](https://www.g2.com/users/75c562da-177d-4833-82ca-200bebb1f7a5 "Ian C.") Director 1 pt 3 ![Andy R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andy R.") AR Loading... ### [Andy R.](https://www.g2.com/users/e55b4eae-7770-4f77-b238-0a90a8fbce7e "Andy R.") Co-founder and Director 1 pt 4 ![Susan C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Susan C.") SC Loading... ### [Susan C.](https://www.g2.com/users/690c48be-d452-4539-81da-9eecec0cd086 "Susan C.") Marketing Manager 1 pt 5 ![Estelle J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Estelle J.") EJ Loading... ### [Estelle J.](https://www.g2.com/users/ebc9eaff-e778-4206-801c-a2d6c295965e "Estelle J.") Community Manager, Channel Focus 1 pt