Popular Bookafy + EspoCRM Workflows
Create EspoCRM task for new Bookafy event
With the help of this integration, when an event is created, a task will be automatically created in EspoCRM and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
Update EspoCRM contact from new Bookafy event
When Appointment is created in Bookafy > Check any condition > Create contact in EspoCRM
When Appointment is created in Bookafy > Check any condition > Create lead in EspoCRM
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Bookafy is a tool that works like your personal calendar. You can add your meetings, appointments and events and then share it with others for them to book their own appointments. It's the easiest way to manage meetings!
See Bookafy IntegrationsEspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.
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