Popular Bookafy + Sellsy Workflows
Create Bookafy event for new Sellsy company
Create Sellsy 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 Sellsy.
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 Sellsy task for new Bookafy event
With the help of this integration, when an event is created, a task will be automatically created in Sellsy 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!
Update Sellsy contact from new Bookafy event
When Appointment is created in Bookafy > Check any condition > Create a contact in Sellsy
When Appointment is created in Bookafy > Check any condition > Create an opportunity in Sellsy
When Opportunity is created in Sellsy > Create a appointment in Bookafy
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You Can Also Connect Bookafy or Sellsy 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 IntegrationsSellsy tracks customer activity for all your products across multiple channels so its easy to view, analyze and take action on what works.
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