To use Workbooks CRM integration in Ayudo, add the Workbooks CRM node to your workflow. Authenticate using your API key available in Workbooks CRM settings. You can create support tickets from Workbooks CRM events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle Workbooks CRM data in support conversations.

You'll need an API key from Workbooks CRM settings. Ensure it has permissions to access customer data, ticketing, and communication tools. Admin access might be required to set these permissions. Ensure your credentials have access to customer records for full support automation capabilities.

Yes! Workbooks CRM works seamlessly with Zendesk, Intercom, Slack, and Gmail. For example, when a high-value Workbooks CRM event occurs, you can create a Zendesk ticket, notify your team via Slack, and have an AI agent reach out proactively. These workflows enhance your support operations and customer engagement.

Common use cases include auto-creating support tickets from Workbooks CRM events, syncing customer data between Workbooks CRM and support tools, triggering AI agent responses based on Workbooks CRM activities, sending proactive support messages via voice/text agents, and updating Workbooks CRM records after support conversations.

Ayudo uses per-seat pricing ($119-$179/seat/month) which is ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket pricing, you get unlimited AI agent interactions. Your support team can handle more conversations with AI agents without additional costs. This makes Workbooks CRM automation cost-effective as your support volume scales.