In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Holded.
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 Holded.
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 Datelist or Holded With 1400+ Other Apps
Datelist
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.
Holded is the only cloud-based tool that has everything you need to manage your company. No more switching between software tools to find what you're looking for. It's all one place — and it's easy to use.