Stop copying from Workbooks CRM — automate it
Connect Workbooks CRM to Tendersight and let your AI assistants automatically process your contacts. Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
What you can do
Powerful automation capabilities out of the box.
Custom field mapping
Map Workbooks CRM fields to Tendersight attributes. Define exactly how your contacts are structured when they arrive in your workspace.
Activity log
Track every import from Workbooks CRM with a detailed audit trail. See exactly what contacts were synced, when, and by which trigger.
Error handling
If a sync from Workbooks CRM fails, Tendersight retries automatically and notifies you. No contacts get lost between systems.
Two-way data flow
Not just import — push processed results back to Workbooks CRM. Keep your contacts in sync across both platforms.
How it works
Get started in three simple steps.
Connect Workbooks CRM
Link your Workbooks CRM account in one click. Secure OAuth authentication — no passwords stored.
Configure your sync
Choose which contacts to import, set filters, and map fields to your Tendersight workspace structure.
Let AI take over
Your AI assistants process incoming contacts automatically — extracting insights, structuring data, and preparing tender responses.
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