Ready workflows for Waitwhile + Concord Integration
Just click on the workflow you want to automate
Create Waitwhile visit for new Concord company
Create Concord deal for new Waitwhile visit
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 visit is created in Waitwhile, 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.
Create Concord note for new Waitwhile visit
Create Concord note for new Waitwhile message
Update Concord contact from new Waitwhile visit
When Visit is created or updated in Waitwhile > Check any condition > Create contact in Concord
When Visit is created or updated in Waitwhile > Check any condition > Create user in Concord
When Visit is created or updated in Waitwhile > Check any condition > Create deal in Concord
When Deal is created in Concord > Create or Update Visit in Waitwhile
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Create Your Own Waitwhile & Concord Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Waitwhile & Concord
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Integrate Waitwhile & Concord In 1 Click
And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Waitwhile & Concord with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
Want to automate something else in your workflow?
You Can Also Connect Waitwhile or Concord With 1100+ Other Apps
WaitWhile helps businesses around the world improve their lines and create a radically better wait experience for their customers.You can schedule and waitlist customers from your phone, tablet or computerand easily access your data wherever you go.
See Waitwhile IntegrationsConcord 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.
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