Popular Freshsales classic + Bookafy Workflows
Create Bookafy event for new Freshsales classic account
Create Freshsales classic deal for new Bookafy event
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 Freshsales classic.
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.
Update Freshsales classic contact from new Bookafy event
When Appointment is created in Bookafy > Check any condition > Create contact in Freshsales classic
When Appointment is created in Bookafy > Check any condition > Create lead in Freshsales classic
When Appointment is created in Bookafy > Check any condition > Create deal in Freshsales classic
When Deal is created in Freshsales classic > Create a appointment in Bookafy
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Freshsales is a CRM built for sales. It helps you close deals faster by providing insights into your customers and prospects, and automating your sales workflow.
See Freshsales classic IntegrationsBookafy 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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