CRM & Sales
Workbooks CRM + Nuromi
Connect Workbooks CRM and Nuromi pulls its contacts, organisations, opportunities into live dashboard widgets and plain-English AI insights, alongside every other crm & sales tool and system you run.
What connecting Workbooks CRM does
- Workbooks CRM's contacts, organisations, opportunities, orders become live widgets on your dashboard, refreshed automatically instead of exported by hand.
- Nuromi reads across crm & sales data from Workbooks CRM to surface AI insights, not just charts, so patterns worth attention are flagged before they become problems.
- Built for how Professional Services, General Smb, Enterprise businesses actually use Workbooks CRM, sitting next to whatever else you connect.
- Connects with a key or token you generate inside Workbooks CRM. Nuromi never writes back, the connection is read-only.
How to connect
A couple of minutes in Workbooks CRM. You will copy one code across.
Go to workbooks.com(opens in a new tab)
Opens their website in a new tab. Sign in there to find your code.
- 1Sign in to Workbooks CRM as an administrator.
- 2Open its Settings and look for a section called API, Developer, or Integrations.
- 3Create a key or token named "Nuromi" and copy it.
- 4Paste it below.