CompanyHub + Cogsworth Integration

Connect CompanyHub to Cogsworth in 1 click

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Cogsworth + CompanyHub Integration

Create CompanyHub task for new Cogsworth appointment

Creating task in CompanyHub is a great way to keep track of task that need to be completed when an appointment is created in your Cogsworth account.

With the help of this integration, when an appointment is created, a task will be automatically created in CompanyHub and will include the details of the appointment (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new appointment. You can then simply assign the task to someone on your team and they can get started!
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Cogsworth + CompanyHub Integration

Create CompanyHub record for new Cogsworth appointment

It's important to keep track of your bookings, and creating a spreadsheet can help you do just that. Automatically creating a new record in CompanyHub for every new Cogsworth appointment created will help you keep track of the details of each appointment, including the date, time, and number of guests.

Also all the relevant data will be stored in one place and can be easily accessed by anyone who needs it. This makes it easier to generate reports on appointments and their associated data. In short, using this Cogsworth - CompanyHub integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
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Cogsworth + CompanyHub Integration

Create CompanyHub deal for new Cogsworth appointment

In your business, you may need to track when someone is invited to an appointment. You can do this by creating a deal in CompanyHub.

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 appointment is created in Cogsworth, it will trigger a corresponding deal creation in CompanyHub.

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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CompanyHub + Cogsworth Integration
1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record created(Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • Cogsworth
    Appointment is booked in Cogsworth Instant
  • Cogsworth
    Appointment is cancelled in Cogsworth Instant
  • Cogsworth
    Appointment is rescheduled in Cogsworth Instant
2.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create a record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Search table in CompanyHub
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