Popular Teamleader Focus + Bookafy 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
Create Teamleader Focus task for new Bookafy event
With the help of this integration, when an event is created, a task will be automatically created in Teamleader Focus 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!
- 1of1
Create Your Own Teamleader Focus & Bookafy Integration Without Any Code
Integrate Teamleader Focus & Bookafy In 1 Click
And Save Time & Money Both
Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!
Want to automate something else in your workflow?
You Can Also Connect Teamleader Focus or Bookafy With 1200+ Other Apps
The 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.
See Teamleader Focus 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!
See Bookafy Integrations❤Trusted by 42,000+ Customers
Most upvoted product of the month