A guide to Workbooks contract management

Managing contracts efficiently is crucial for businesses to ensure compliance, streamline operations, and enhance productivity.

But can you do that from your CRM if you’re using Workbooks? 

Workbooks CRM provides robust tools to manage customer relationships, and when integrated with Juro, it can further enhance your contract management processes. 

Here’s a detailed guide on how to manage contracts in Workbooks, integrated with Juro via Zapier.

What is Workbooks CRM?

Workbooks is a cloud-based CRM and business application platform designed to help organizations streamline their business operations. 

It offers tools for sales, marketing, customer support, and order management. By providing a unified view of customer interactions and operational data, Workbooks helps businesses improve efficiency and make informed decisions.

Can you manage contracts in Workbooks?

Workbooks itself does have a dedicated contract management module, however this is extremely limited and requires some custom coding. All of this can be avoided by effectively integrating the platform with Juro, the powerful contract automation platform. 

Juro offers features for creating, negotiating, signing, and managing contracts within a unified workspace. By integrating Workbooks with Juro, businesses can automate contract-related workflows and enhance their contract management capabilities. But what does this process actually look like? Let’s take a look.

How to manage contracts in Workbooks CRM and Juro via Zapier

1. Automatically update an account in Workbooks when a contract progresses in Juro

As contracts progress in Juro, you can set up Zapier to automatically update corresponding accounts in Workbooks CRM. For instance, once a contract is signed in Juro, Zapier can update this contact in Workbooks, ensuring all key contract data is synchronized between the two platforms.

2. Automatically create a customer order in Workbooks when a new contract event occurs in Juro. 

As contracts move through various stages in Juro, Zapier can update the related deal in Workbooks CRM. This maintains consistency and visibility across platforms, ensuring that everyone involved has the most current information. 

How to set up the integration

Setting up the integration between Workbooks, Juro, and Zapier involves a few straightforward steps:

1. Create accounts: Ensure you have active accounts in Workbooks, Juro, and Zapier.
   
   
2. Connect apps in Zapier: Log in to Zapier and connect your Workbooks and Juro accounts.
   
   
3. Set up Zaps: Create Zaps (automated workflows) by selecting triggers and actions that match your contract management needs. For example, set a trigger for when a new deal is created in Workbooks and an action to create a draft contract in Juro.
   
   
4. Test the integration: Run tests to ensure the Zaps are working correctly. Make any necessary adjustments to the workflows based on your business requirements.

The benefits of automating contracts in Workbooks and Juro

Automating contract management using Workbooks and Juro offers several benefits:

1. Increased efficiency: Automation reduces the time spent on manual data entry and contract management tasks, allowing your team to focus on higher-value activities.
   
   
2. Improved accuracy: Automated workflows minimize the risk of errors and ensure that contract data is consistent and up-to-date across both platforms.
   
   
3. Enhanced collaboration: Integrating Workbooks with Juro facilitates better collaboration between sales, legal, and operations teams by providing a single source of truth for your contracts.
   
   
4. Compliance and tracking: Automated reminders and updates help ensure that contracts are reviewed, renewed, or terminated on time, aiding compliance and reducing legal risks.
   
   
5. Scalability: As your business grows, automated workflows can easily be scaled to handle increasing contracts without additional manual effort. Ensuring that your CRM is connected to every element of your business will help to boost revenue and growth. 

By leveraging the integration between Workbooks and Juro via Zapier, businesses can create a seamless contract management process that enhances productivity and operational efficiency.

Ready to get started? 

These Zaps automate key aspects of contract management, reducing manual work for busy legal and sales teams, and improving accuracy in the process. 

By integrating Workbooks CRM with Juro through Zapier, businesses can streamline their operations and ensure that their contract management processes are efficient and effective.

Find out more about Juro and how it can be integrated with 5000+ tools, including Workbooks by filling in the form below to book your personalized demo.