Deltek Workbook Integrations

Build & publish in-app integrations with our Deltek Workbook connector

What is Deltek Workbook?

Agency Management Software, Simplified Deltek WorkBook lets you manage all your agency operations in one streamlined solution.

Create automations with our Deltek Workbook connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Deltek Workbook, so you can provide in-app Deltek Workbook integrations for your end users.

Why integrate with Deltek Workbook

Your SaaS users want more and more integrations, but they take time and development resources to create. Which is why Cyclr’s white label, embedded integration platform enables you to create integrations between your application and Deltek Workbook, as well as 100s of other apps, using low code tools.

Deltek Workbook connector icon

Available Methods and Endpoints

List Contacts
Get all contacts.
Action
Get Contact
Get contact details.
Action
List New Contacts
Get all contacts created since last run.
Action
List Updated Contacts
Get all updated contacts since last run.
Action
Create Contact
Create a contact.
Action
Update Contact
Update a contact.
Action
List Customers
Get all customers.
Action
List Prospects
Get all prospects.
Action

Do you want to access something that's not currently listed?

Just let us know and we can add it to the connector for you!

Top Use Cases for Deltek Workbook Integrations

Quickly create integrations between your SaaS application and Deltek Workbook with Cyclr's low code integration builder. Publish your Deltek Workbook integration into your application using Cyclr's white label embedded integration marketplace.

CRMs

  • If a customer has expressed interest in one particular product, you could automate a follow up email suggesting other products that are similar and provide more to the customer, but are at a higher price point. Ultimately using automated integrations for upsell/cross-sell opportunities.
  • Create new CRM contacts from new sales form entries
  • Add new contacts to CRM as new leads

CRMs

  • If a customer has expressed interest in one particular product, you could automate a follow up email suggesting other products that are similar and provide more to the customer, but are at a higher price point. Ultimately using automated integrations for upsell/cross-sell opportunities.
  • Create new CRM contacts from new sales form entries
  • Add new contacts to CRM as new leads

Some of the many benefits of using Cyclr as your integration solution

Native

Native

Transform your API from backend to frontend, from developer focused to business user focused.

Deliver integrations natively from within your own application and add value to your end-users.

Build Quickly

Build Quickly

Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.

Be responsive to the needs of your clients and your sales team.

No code integrations

No code integrations

Use our drag and drop integration builder to create integrations, then click to publish them to your app.

Your users can then search and deploy these integrations in a couple of clicks.

Related Resources

Deltek Workbook Connector Documentation

Read Article

CRM Integrations you should be using

Read Article

What is iPaaS?

Read Article
Ready to start your integration journey?

Book a demo to see Cyclr in action and start creating integration solutions for your customers

Recommended by G2 users