Workbooks CRM + Datelist Integration

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 Datelist 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!