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How to Connect Act! with Workbooks (2026)

Act!

★★★ 3.7
Crm Small Business Crm

A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Full Review
Workbooks

Workbooks

★★★★ 4.0
Crm General Crm

A UK-based CRM platform for mid-market businesses offering sales, marketing, and order management with shared success pricing.

Full Review

About These Tools

Act!: A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Workbooks: A UK-based CRM platform for mid-market businesses offering sales, marketing, and order management with shared success pricing.

Key Features

Act!

  • Contact management
  • Opportunity tracking
  • Marketing automation
  • Custom dashboards
  • Mobile access
  • Integration

Workbooks

  • CRM
  • Marketing automation
  • Order management
  • Invoicing
  • Event management
  • Support

Pricing

Act!

Subscription $30-$50/user/month

Workbooks

Subscription $34-$78/user/month

Detailed integration guide coming soon. We're researching the specific ways Act! and Workbooks work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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