Popular Bookafy + Pipedrive Workflows
Create Bookafy event for new Pipedrive person
Create Bookafy event for new Pipedrive organization
Create Pipedrive 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 Pipedrive.
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.
Create Bookafy event for new Pipedrive person
Create Bookafy event for new Pipedrive organization
Create Pipedrive person for new Bookafy event
By taking the time to create a robust Pipedrive person list, businesses can maximize their chances of success with Bookafy event.
Update Pipedrive person from new Bookafy event
When Appointment is created in Bookafy > Check any condition > Create person in Pipedrive
When Appointment is created in Bookafy > Check any condition > Create lead in Pipedrive
When Appointment is created in Bookafy > Check any condition > Create deal in Pipedrive
When Appointment is created in Bookafy > Search person in Pipedrive > Check any condition > Create person in Pipedrive
When Appointment is created in Bookafy > Search person in Pipedrive > Check any condition > Create lead in Pipedrive
When Appointment is created in Bookafy > Search user in Pipedrive > Check any condition > Create person in Pipedrive
When Appointment is created in Bookafy > Search user in Pipedrive > Check any condition > Create lead in Pipedrive
When Deal is created in Pipedrive > Create a appointment in Bookafy
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You Can Also Connect Bookafy or Pipedrive With 1200+ Other Apps
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!
See Bookafy IntegrationsPipedrive is a CRM software that helps you organize your sales, marketing, and customer relationships in one place. You can then use this information to stay on top of your leads and expand your business.
See Pipedrive Integrations❤Trusted by 42,000+ Customers
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