Creating task in Workbooks CRM is a great way to keep track of task that need to be completed when an event is created in your Daily.co account.
With the help of this integration, when an event is created, a task will be automatically created in Workbooks CRM 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!
You Can Also Connect Daily.co or Workbooks CRM With 1400+ Other Apps
Daily.co
Daily.co is a video calling platform that lets you communicate with any web page or app. All you need is the Daily.co browser plugin and you can instantly add video calls to any site.
Workbooks CRM is a cloud-based platform for midsize businesses, offering sales, marketing, and customer service tools with real-time insights and customizable workflows to boost efficiency and growth.