Workbooks CRM + GitLab Integration

Integrate GitLab to Workbooks CRM in one click, or tell Integrately AI how you want each sales lead handled. Create leads, update your CRM, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    Invoice is complete and its status is posted in Workbooks CRM Instant
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    Product is created in Workbooks CRM Instant
  • Workbooks CRM
    Meeting is created in Workbooks CRM Instant
  • Workbooks CRM
    Marketing campaign is created in Workbooks CRM Instant
  • GitLab
    Project issue is created in GitLab Instant
  • GitLab
    Project issue is close in GitLab Instant
  • GitLab
    Project issue is reopened in GitLab Instant
  • GitLab
    Group issue is created in GitLab Instant
  • GitLab
    Project issue is updated in GitLab Instant
  • GitLab
    Group issue is updated in GitLab Instant
  • GitLab
    Group issue is closed in GitLab Instant
  • GitLab
    Group issue is reopened in GitLab Instant
  • GitLab
    Project merge request is created in GitLab Instant
  • GitLab
    Group merge request is created in GitLab Instant
  • GitLab
    Project merge request is merged in GitLab Instant
  • GitLab
    Project merge request is updated in GitLab Instant
  • GitLab
    Group merge request is updated in GitLab Instant
  • GitLab
    Group merge request is merged in GitLab Instant
  • GitLab
    New commit in GitLab
  • GitLab
    Project is created in GitLab
Arrow Right
2.
  • Workbooks CRM
    Create marketing campaign member status in Workbooks CRM
  • Workbooks CRM
    Create person in Workbooks CRM
  • Workbooks CRM
    Create sales lead in Workbooks CRM
  • Workbooks CRM
    Search person in Workbooks CRM
  • Workbooks CRM
    Update person in Workbooks CRM
  • Workbooks CRM
    Search organization in Workbooks CRM
  • Workbooks CRM
    Update organization in Workbooks CRM
  • Workbooks CRM
    Create organization in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign status in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign in Workbooks CRM
  • Workbooks CRM
    Create customer order and line items in Workbooks CRM
  • Workbooks CRM
    Search customer order in Workbooks CRM
  • Workbooks CRM
    Update customer order in Workbooks CRM
  • Workbooks CRM
    Create marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Update marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Search sales lead in Workbooks CRM
  • Workbooks CRM
    Update sales lead in Workbooks CRM
  • Workbooks CRM
    Create customer order in Workbooks CRM
  • Workbooks CRM
    Create case in Workbooks CRM
  • Workbooks CRM
    Create task in Workbooks CRM
  • GitLab
    Search issues in GitLab
  • GitLab
    Create issue in GitLab
  • GitLab
    Update issue in GitLab
  • GitLab
    Create issue note in GitLab
  • GitLab
    Create merge request note in GitLab
  • GitLab
    Search all merge request in GitLab
  • GitLab
    Search group merge request in GitLab
  • GitLab
    Search project merge request in GitLab

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Ready Workflows Ready Workflows for GitLab + Workbooks CRM Integration

Capture leads, create issues, keep CRM records updated, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your GitLab + Workbooks CRM flow

Streamline your development and customer tracking by routing updates to project management, team communication, and document storage tools. Pick a combination and activate it in one click.

Workbooks CRM
GitLab
+
GitHubGitHub (4)
+
Jira Software CloudJira Software Cloud (4)
+
SlackSlack (4)
+
ConfluenceConfluence (4)
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
G
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Create a Workbooks CRM sales lead from every new GitLab issue, and create a corresponding issue in GitHub.
New GitLab issues instantly generate Workbooks CRM leads and GitHub issues without manual re-entry.
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Create a Workbooks CRM task when a GitLab issue is created, and create a pull request in GitHub.
Project issues in GitLab automatically trigger tasks in Workbooks CRM and pull requests in GitHub.
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W
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Create a Workbooks CRM case when a GitLab issue is created, and search issues in GitHub.
Every GitLab issue creates a Workbooks CRM case and checks existing records in GitHub.
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Update a Workbooks CRM sales lead when a GitLab issue is updated, and create an issue in GitHub.
GitLab issue updates automatically refresh Workbooks CRM leads and GitHub repositories.

Supported triggers and actions for Workbooks CRM and GitLab

Mix and match to build the exact automation you need

Workbooks CRM
Workbooks CRM Triggers & Actions
Instant
Case is created in Workbooks CRM
Triggers the automation when a case is created
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Instant
Organization is created in Workbooks CRM
Triggers the automation when an organization is created
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Instant
Person is created in Workbooks CRM
Triggers the automation when a person is created
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Instant
New sales lead is created in Workbooks CRM
Triggers the automation when a new sales lead is created
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Instant
Credit note is posted in Workbooks CRM
Triggers the automation when a credit note is posted
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Instant
Invoice is complete and its status is posted in Workbooks CRM
Triggers the automation when an invoice is complete and its status is posted
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Instant
Task is created in Workbooks CRM
Triggers the automation when a task is created
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Instant
Product is created in Workbooks CRM
Triggers the automation when a product is created
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Instant
Meeting is created in Workbooks CRM
Triggers the automation when a meeting is created
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Instant
Marketing campaign is created in Workbooks CRM
Triggers the automation when a marketing campaign is created
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Create marketing campaign member status in Workbooks CRM
Creates a marketing campaign member status
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Create person in Workbooks CRM
Creates a new person
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Create sales lead in Workbooks CRM
Creates a new sales lead
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Search person in Workbooks CRM
Searches for a person
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Update person in Workbooks CRM
Updates a person
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Search organization in Workbooks CRM
Searches for an organization
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Update organization in Workbooks CRM
Updates an organization
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Create organization in Workbooks CRM
Creates a new organization
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Search marketing campaign status in Workbooks CRM
Searches for marketing campaign status
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Search marketing campaign in Workbooks CRM
Searches for a marketing campaign
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Create customer order and line items in Workbooks CRM
Creates a customer order and line items
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Search customer order in Workbooks CRM
Searches for a customer order
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Update customer order in Workbooks CRM
Updates a customer order
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Create marketing campaign member in Workbooks CRM
Creates a marketing campaign member
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Search marketing campaign member in Workbooks CRM
Searches for a marketing campaign member
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Update marketing campaign member in Workbooks CRM
Updates a marketing campaign member
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Search sales lead in Workbooks CRM
Searches for a sales lead
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Update sales lead in Workbooks CRM
Updates a sales lead
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Create customer order in Workbooks CRM
Creates a customer order
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Create case in Workbooks CRM
Creates a new case
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Create task in Workbooks CRM
Creates a new task
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GitLab
GitLab Triggers & Actions
Instant
Project issue is created in GitLab
Triggers the automation when a project issue is created
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Instant
Project issue is close in GitLab
Triggers the automation when a project issue is closed
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Instant
Project issue is reopened in GitLab
Triggers the automation when a project issue is reopened
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Instant
Group issue is created in GitLab
Triggers the automation when a group issue is created
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Instant
Project issue is updated in GitLab
Triggers the automation when a project issue is updated
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Instant
Group issue is updated in GitLab
Triggers the automation when a group issue is updated
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Instant
Group issue is closed in GitLab
Triggers the automation when a group issue is closed
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Instant
Group issue is reopened in GitLab
Triggers the automation when a group issue is reopened
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Instant
Project merge request is created in GitLab
Triggers the automation when a project merge request is created
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Instant
Group merge request is created in GitLab
Triggers the automation when a new merge request is created within a group
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Instant
Project merge request is merged in GitLab
Triggers the automation when a project merge request is merged
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Instant
Project merge request is updated in GitLab
Triggers the automation when a project merge request is updated
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Instant
Group merge request is updated in GitLab
Triggers the automation when a group merge request is modified
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Instant
Group merge request is merged in GitLab
Triggers the automation when a merge request within a group is merged
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New commit in GitLab
Triggers the automation when a new commit is made in a particular repository
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Project is created in GitLab
Triggers the automation when a new project is created
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Search issues in GitLab
Scand and locates issues with
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Create issue in GitLab
Generates a new issue for tracking and resolving
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Update issue in GitLab
Updates issue details with the latest information
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Create issue note in GitLab
Adds a new note to an issue
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Create merge request note in GitLab
Creates a new note on a merge request
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Search all merge request in GitLab
Searches all merge requests
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Search group merge request in GitLab
Searches for merge requests within a group
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Search project merge request in GitLab
Searches for a project merge request
Try it →

What can you automate with GitLab + Workbooks CRM?

Streamline your software development and customer relationship management with powerful, automated workflows.

What you can automate?
🚀
Create Workbooks CRM leads from GitLab issues
Automatically create a new sales lead or task in Workbooks CRM whenever a project issue is created in GitLab, bridging your development and sales pipelines instantly.
📋
Capture every issue detail and metadata
Transfer all project issue descriptions, labels, and commit notes directly into Workbooks CRM fields so your team never misses critical context.
🔔
Notify team members instantly on updates
Alert the right department immediately when merge requests are merged or issues are closed, ensuring smooth communication across teams.
🔀
Route items based on issue tags or types
If a GitLab issue contains a specific tag, create a priority case in Workbooks CRM; otherwise, log it as a standard task.
🔄
Keep CRM records updated as issues change
Automatically update Workbooks CRM leads or tasks whenever corresponding GitLab issues or merge requests are modified or reopened.
🔍
Search and update existing customer records
Search for existing records in Workbooks CRM before creating new entries, preventing duplicate leads and keeping your database clean.
Handle completed merge requests and invoices
Update customer orders or cases in Workbooks CRM the moment project merge requests are merged or closed in GitLab.
🌐
Extend your workflow with GitHub or Slack
Trigger automated alerts in Slack or create issues in GitHub alongside your GitLab and Workbooks CRM synchronization.
And much more...

Who is GitLab + Workbooks CRM integration for?

Engineering, sales, and support teams connecting code delivery with customer tracking to keep every department aligned and projects moving.

Project Managers
Project Managers
Support Teams
Support Teams
Client Success Managers
Client Success Managers
DevOps Engineers
DevOps Engineers
Sales Representatives
Sales Representatives
Operations Leads
Operations Leads
📈
Project Managers
You're reviewing development milestones and customer pipelines, but your Workbooks CRM records only update when someone manually logs GitLab progress, so your reports are always out of date — this integration means every new issue or merge request updates your CRM instantly and your project data stays current.
Support Teams
You need to respond immediately when critical issues arise, but team updates get buried in chat until customers complain, so you're always reacting late — automating both apps means every GitLab issue instantly creates a Workbooks CRM case so your team spots problems right away.
📊
Client Success Managers
You report project progress to external stakeholders, but pulling updates from GitLab takes hours of manual tracking every week, so your updates are painful to compile — connecting these apps means every resolved merge request updates your customer records automatically and client reporting becomes effortless.
🌊
DevOps Engineers
You're handling high volumes of issues and commits every day, but keeping customer records synchronized in Workbooks CRM by hand is impossible, so leads and tasks get missed — with this integration, every project event flows directly into your CRM without manual intervention.
🔄
Sales Representatives
You depend on engineering to finish feature work before updating prospects, but handoffs get lost between GitLab and Workbooks CRM, so customer deals stall — automating both apps means your sales leads are created and updated the moment development milestones are reached.
🗂️
Operations Leads
You need a complete audit trail of development work linked to customer accounts, but manual logging leaves glaring gaps in your history, so compliance checks fail — integrating these apps means every project item is recorded accurately in your CRM for a reliable history.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate Workbooks CRM + GitLab

Build and manage your Workbooks CRM + GitLab automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Workbooks CRM + GitLab with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect GitLab to Workbooks CRM?
Frequently Asked Questions
You can connect GitLab to Workbooks CRM in one click using ready-made templates or ask Integrately AI to build the automation for you. It takes seconds to link your accounts along with tools like GitHub, Slack, and Gmail.
Can I automatically create Workbooks CRM leads from GitLab issues?
Frequently Asked Questions
Can I connect GitLab, Workbooks CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for GitLab and Workbooks CRM?
Frequently Asked Questions
How do GitLab issues trigger updates in Workbooks CRM?
Frequently Asked Questions
Can Workbooks CRM tasks update GitLab merge requests?
Frequently Asked Questions
Do I need coding skills to automate GitLab and Workbooks CRM?
Frequently Asked Questions
Is the GitLab and Workbooks CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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