In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Freshsales classic.
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 Datelist, it will trigger a corresponding deal creation in Freshsales classic.
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 Freshsales classic or Datelist With 1400+ Other Apps
Freshsales classic
Freshsales is a CRM built for sales. It helps you close deals faster by providing insights into your customers and prospects, and automating your sales workflow.
Datelist is a customer-friendly online booking system that allows your clients to schedule an appointment right from their device of choice - be it a desktop, tablet or mobile phone.