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Popular Teamwork CRM + Bookafy Workflows
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Create Bookafy event for new Teamwork CRM contact
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Create Bookafy event for new Teamwork CRM company
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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.
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When Appointment is created in Bookafy > Check any condition > Create contact in Teamwork CRM
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When Appointment is created in Bookafy > Check any condition > Create deal in Teamwork CRM
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When Deal is created in Teamwork CRM > Create a appointment in Bookafy
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Create Your Own Teamwork CRM & Bookafy Integration Without Any Code
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Integrate Teamwork CRM & Bookafy In 1 Click
And Save Time & Money Both
Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!
Want to automate something else in your workflow?
You Can Also Connect Teamwork CRM or Bookafy With 1200+ Other Apps
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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.
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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 Integrations❤Trusted by 42,000+ Customers
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