Workbooks CRM + RevSend Integration

Workbooks CRM streamlines marketing, sales, finance, and service functions into a single cloud-based platform, helping businesses run more efficiently. By integrating with RevSend, organizations can elevate their customer and employee experience through automated, personalized gifting. RevSend supports digital and physical gifts, handwritten notes, custom packaging, and real-time delivery tracking. This integration allows teams to trigger high-impact gifts directly from Workbooks CRM, boosting engagement, driving retention, and accelerating revenue—all while simplifying workflows and eliminating manual processes.