Popular Really Simple Systems CRM + Bookafy Workflows
Create Really Simple Systems CRM 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 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.
Create Really Simple Systems CRM task for new Bookafy event
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!
When Appointment is created in Bookafy > Check any condition > Create contact in Really Simple Systems CRM
When Appointment is created in Bookafy > Check any condition > Create Opportunity in Really Simple Systems CRM
When Opportunity is created in Really Simple Systems CRM > Create a appointment in Bookafy
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Really Simple Systems helps track your sales, leads, manage your contact lists, automate your marketing campaigns, and provide excellent customer service. Everything is conveniently located in one place, so you can always keep track of what's going on.
See Really Simple Systems CRM 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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