Popular Bookafy + Teamleader Focus Workflows
Create Bookafy event for new Teamleader Focus company
Create Teamleader Focus 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 Teamleader Focus.
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.
When Appointment is created in Bookafy > Check any condition > Create contact in Teamleader Focus
When Appointment is created in Bookafy > Check any condition > Create deal in Teamleader Focus
When Appointment is created in Bookafy > Check any condition > Update contact in Teamleader Focus
When Appointment is created in Bookafy > Check any condition > Update deal in Teamleader Focus
When Deal is created in Teamleader Focus > Create a appointment in Bookafy
When Deal is updated in Teamleader Focus > Create a appointment in Bookafy
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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 IntegrationsThe easiest way to get your teams on the same page. Use Teamleader Focus to manage customer relationships, projects and tasks plus create invoices and quotes in one place.
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