Popular Freshworks CRM (Freshsales Suite) + Bookafy Workflows
Create Bookafy event for new Freshworks CRM (Freshsales Suite) account
Create Freshworks CRM (Freshsales Suite) deal for new Bookafy event
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Bookafy, it will trigger a corresponding deal creation in Freshworks CRM (Freshsales Suite).
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
When Appointment is created in Bookafy > Check any condition > Create contact in Freshworks CRM (Freshsales Suite)
When Appointment is created in Bookafy > Check any condition > Update contact in Freshworks CRM (Freshsales Suite)
When Appointment is created in Bookafy > Check any condition > Delete contact in Freshworks CRM (Freshsales Suite)
When Appointment is created in Bookafy > Check any condition > Create deal in Freshworks CRM (Freshsales Suite)
When Appointment is created in Bookafy > Check any condition > Update deal in Freshworks CRM (Freshsales Suite)
When Deal is created in Freshworks CRM (Freshsales Suite) > Create a appointment in Bookafy
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Freshworks is an all-in-one solution for sales, marketing, customer support and service teams to optimize their existing workflows. It helps you close deals faster, win more business, and retain your best customers.
See Freshworks CRM (Freshsales Suite) IntegrationsBookafy 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!
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