In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Teamleader Focus.
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.
Creating task in Teamleader Focus 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 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!
You Can Also Connect Teamleader Focus or Bookafy With 1400+ Other Apps
Teamleader Focus
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.
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!