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 Instant
  • Bookafy
    Appointment is created in Bookafy
  • Bookafy
    Customer is created in Bookafy
  • Bookafy
    Appointment type is created in Bookafy
  • Bookafy
    User is created in Bookafy
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
  • Bookafy
    Create a appointment in Bookafy
  • Bookafy
    Create a customer in Bookafy
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