Popular SimplyBook.me + Sellsy Workflows
Create Sellsy task for new SimplyBook.me event
With the help of this integration, when an event is created, a task will be automatically created in Sellsy 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!
Create Sellsy deal for new SimplyBook.me 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 SimplyBook.me, it will trigger a corresponding deal creation in Sellsy.
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.
Update Sellsy contact from new SimplyBook.me event
When Booking is created in SimplyBook.me > Check any condition > Create a contact in Sellsy
When Booking is created in SimplyBook.me > Check any condition > Create an opportunity in Sellsy
When Booking is created in SimplyBook.me > Check any condition > Create a contact in Sellsy
When Booking is created in SimplyBook.me > Check any condition > Create an opportunity in Sellsy
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SimplyBook.me helps you handle appointments and payments in a simpler way. It is simple and easy to use as possible, so your customers will be able to book an appointment online with you in no time!
See SimplyBook.me IntegrationsSellsy tracks customer activity for all your products across multiple channels so its easy to view, analyze and take action on what works.
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