Flexie CRM + Bookafy Integration

Connect Flexie CRM to Bookafy - Automate your workflows in 1-click

Make use of Flexie CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage Bookafy automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Skip the manual back and forth! Easily automate the flow of data between Flexie CRM & Bookafy using Integrately.
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Ready Workflows For Flexie CRM + Bookafy Integration

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Bookafy + Flexie CRM Integration

Create Flexie CRM deal for new Bookafy 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 Bookafy, 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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Flexie CRM + Bookafy Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM

    Triggers the automation whenever any event occurs

    Instant
  • Bookafy
    Appointment is created in Bookafy

    Triggers the automation whenever a new appointment is created

  • Bookafy
    Customer is created in Bookafy

    Triggers the automation whenever a new customer is created

  • Bookafy
    Appointment type is created in Bookafy

    Triggers the automation whenever a new appointment is created

  • Bookafy
    User is created in Bookafy

    Triggers the automation whenever a new user is created

2.
  • Flexie CRM
    Create contact in Flexie CRM

    Automatically adds a new contact to the database

  • Flexie CRM
    Update contact in Flexie CRM

    Automatically updates contact information with new details

  • Flexie CRM
    Search contact in Flexie CRM

    Automatically finds and retrieves contact information

  • Flexie CRM
    Create deal in Flexie CRM

    Automatically generates a new deal with

  • Flexie CRM
    Update deal in Flexie CRM

    Automatically updates deal information based on new criteria or changes

  • Flexie CRM
    Search deal in Flexie CRM

    Automatically retrieves and find a deal

  • Flexie CRM
    Update custom entity in Flexie CRM

    Automatically updates a custom entity with new information

  • Flexie CRM
    Create account in Flexie CRM

    Automatically generates a new account

  • Flexie CRM
    Search account in Flexie CRM

    Automatically searches for account information

  • Flexie CRM
    Update account in Flexie CRM

    Automatically updates account information

  • Flexie CRM
    Create custom entity in Flexie CRM

    Automatically creates a new marketing campaign

  • Flexie CRM
    Search custom entity in Flexie CRM

    Automatically searches for a custom entity

  • Flexie CRM
    Create lead in Flexie CRM

    Automatically generates new leads for potential customers

  • Flexie CRM
    Search lead in Flexie CRM

    Automatically retrieves information for a particular lead

  • Flexie CRM
    Update lead in Flexie CRM

    Automatically updates the lead information

  • Bookafy
    Create a appointment in Bookafy

    Automatically schedule a new appointment

  • Bookafy
    Create a customer in Bookafy

    Automatically adds a new customer to the database

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Integrate Flexie CRM & Bookafy In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Flexie CRM or Bookafy With 1200+ Other Apps

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Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.

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Bookafy 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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