SimplyBook.me + Teamleader Focus Integration

Connect SimplyBook.me to Teamleader Focus in 1 click

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SimplyBook.me + Teamleader Focus Integration

Create Teamleader Focus deal for new SimplyBook.me event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Teamleader Focus.

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 Teamleader Focus.

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.
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SimplyBook.me + Teamleader Focus Integration

Create Teamleader Focus task for new SimplyBook.me event

Creating task in Teamleader Focus is a great way to keep track of task that need to be completed when an event is created in your SimplyBook.me account.

With the help of this integration, when an event is created, a task will be automatically created in Teamleader Focus 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!
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SimplyBook.me + Teamleader Focus Integration

Create Teamleader Focus deal for new SimplyBook.me event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Teamleader Focus.

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 Teamleader Focus.

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.
See more
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SimplyBook.me + Teamleader Focus Integration
1.
  • SimplyBook.me
    Booking is created in SimplyBook.me
  • SimplyBook.me
    Booking is canceled in SimplyBook.me
  • SimplyBook.me
    Client is created in SimplyBook.me
  • SimplyBook.me
    Invoice is created in SimplyBook.me
  • Teamleader Focus
    Contact is created in Teamleader Focus Instant
  • Teamleader Focus
    Deal is accepted in Teamleader Focus Instant
  • Teamleader Focus
    Deal is created in Teamleader Focus Instant
  • Teamleader Focus
    Deal is updated in Teamleader Focus Instant
  • Teamleader Focus
    Company is created in Teamleader Focus Instant
  • Teamleader Focus
    Invoice is paid in Teamleader Focus Instant
2.
  • SimplyBook.me
    Create client in SimplyBook.me
  • SimplyBook.me
    Get clients custom fields values in SimplyBook.me
  • SimplyBook.me
    Get bookings in SimplyBook.me
  • Teamleader Focus
    Create task in Teamleader Focus
  • Teamleader Focus
    Create contact in Teamleader Focus
  • Teamleader Focus
    Update contact in Teamleader Focus
  • Teamleader Focus
    Search contact in Teamleader Focus
  • Teamleader Focus
    Create deal in Teamleader Focus
  • Teamleader Focus
    Update deal in Teamleader Focus
  • Teamleader Focus
    Search deal in Teamleader Focus
  • Teamleader Focus
    Create company in Teamleader Focus
  • Teamleader Focus
    Link contact to company in Teamleader Focus
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