Really Simple Systems CRM + Bookafy Integration

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Bookafy + Really Simple Systems CRM Integration

Create Really Simple Systems 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 Really Simple Systems 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 Really Simple Systems 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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Bookafy + Really Simple Systems CRM Integration

Create Really Simple Systems CRM task for new Bookafy event

Creating task in Really Simple Systems CRM is a great way to keep track of task that need to be completed when an event is created in your Bookafy account.

With the help of this integration, when an event is created, a task will be automatically created in Really Simple Systems CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Really Simple Systems CRM + Bookafy Integration
1.
  • Really Simple Systems CRM
    Opportunity is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Contact is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Account is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Task is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Activity is created in Really Simple Systems CRM
  • 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.
  • Really Simple Systems CRM
    Create Opportunity in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create task in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create contact in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search contact by email in Really Simple Systems CRM
  • Really Simple Systems CRM
    Update dropdown list in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create activity in Really Simple Systems CRM
  • Bookafy
    Create a appointment in Bookafy
  • Bookafy
    Create a customer in Bookafy
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