In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Concord.
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 Checkfront, it will trigger a corresponding deal creation in Concord.
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.
You Can Also Connect Checkfront or Concord With 1400+ Other Apps
Checkfront
With Checkfront's online booking platform, you can sell more, grow faster and focus on being great at what you do. It offers your customers a seamless booking experience that helps you connect with more customers in more places.
Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.