Popular Teamwork CRM + Bookafy Workflows
Create Bookafy event for new Teamwork CRM contact
Create Bookafy event for new Teamwork CRM company
Create Teamwork 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 Teamwork 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.
When Appointment is created in Bookafy > Check any condition > Create contact in Teamwork CRM
When Appointment is created in Bookafy > Check any condition > Create deal in Teamwork CRM
When Deal is created in Teamwork CRM > Create a appointment in Bookafy
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Teamwork is a cloud-based platform that that allows you to plan, manage and track your sales process. It helps you convert leads into opportunities, opportunities into customers and customers into repeat buyers.
See Teamwork 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!
See Bookafy Integrations❤Trusted by 42,000+ Customers
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