Bigin by Zoho CRM + Bookafy Integration

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

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 Bigin by Zoho CRM.

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.

Creating task in Bigin by Zoho CRM is a great way to keep track of task that need to be completed when an event is created in your Bookafy account.

With the help of this integration, when an event is created, a task will be automatically created in Bigin by Zoho CRM 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!