Workbooks Integration
Deliver Better Customer Experiences with the Workbooks–Wildix Integration
Connect calls, customer records, and sales activity directly inside Workbooks—helping teams respond faster, stay organised, and improve customer outcomes.
See the Integration in Action
Watch how Workbooks and Wildix work together to transform your customer communications
Smart Telephony Features for Customer-Focused Teams
Six powerful features that help sales and support teams work more efficiently and provide better customer service
Screen-Pop
Automatically display the relevant Workbooks contact, organisation, or sales record when a call comes in—giving teams instant visibility before answering.
Recent Cases in Screen-Pop
View recent cases/opportunities and communication history during live calls to deliver more informed and personalised conversations.
Click-to-Call
Call contacts and organisations directly from Workbooks with a single click—saving time and helping teams respond to customers faster.
Transfer and Forward
Transfer calls seamlessly between departments while preserving customer context—ensuring enquiries reach the right person without repetition.
Call Logging
Automatically log inbound and outbound calls against contacts, organisations, and opportunities in Workbooks for accurate activity tracking and reporting.
Call Recordings
Access recorded calls directly from the Workbooks activity timeline for training, compliance, quality assurance, and customer follow-up purposes.
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