Ready workflows for Bookafy + Zendesk Sell Integration
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Create Zendesk Sell 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 Zendesk Sell.
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.
Create Zendesk Sell task for new Bookafy event
With the help of this integration, when an event is created, a task will be automatically created in Zendesk Sell 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!
Create Zendesk Sell note for new Bookafy event
Update Zendesk Sell contact from new Bookafy event
When Appointment is created in Bookafy > Check any condition > Create person in Zendesk Sell
When Appointment is created in Bookafy > Check any condition > Create lead in Zendesk Sell
When Appointment is created in Bookafy > Check any condition > Create deal in Zendesk Sell
When Deal is created in Zendesk Sell > Create a appointment in Bookafy
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Create Your Own Bookafy & Zendesk Sell Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Bookafy & Zendesk Sell
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Integrate Bookafy & Zendesk Sell In 1 Click
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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 IntegrationsZendesk Sell is the sales automation tool for getting more done in less time. With powerful tools to improve productivity and visibility into your pipeline, Zendesk Sell is the perfect way to take your sales processes to the next level.
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