Book Like A Boss + Flexie CRM Integration

Connect Book Like A Boss to Flexie CRM in 1 click

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Popular Book Like A Boss + Flexie CRM Workflows

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Book Like A Boss + Flexie CRM Integration

Create Flexie CRM deal for new Book Like A Boss 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 Flexie 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 Book Like A Boss, it will trigger a corresponding deal creation in Flexie 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.
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Book Like A Boss + Flexie CRM Integration
1.
  • Book Like A Boss
    Booking is Created in Book Like A Boss Instant
  • Book Like A Boss
    Booking is Rescheduled in Book Like A Boss Instant
  • Book Like A Boss
    Booking is Canceled in Book Like A Boss Instant
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
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