Creating task in Really Simple Systems CRM is a great way to keep track of task that need to be completed when an event is created in your DaySchedule account.
With the help of this integration, when an event is created, a task will be automatically created in Really Simple Systems 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!
In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Really Simple Systems CRM.
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 DaySchedule, it will trigger a corresponding deal creation in Really Simple Systems CRM.
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 Really Simple Systems CRM or DaySchedule With 1400+ Other Apps
Really Simple Systems CRM
Really Simple Systems helps track your sales, leads, manage your contact lists, automate your marketing campaigns, and provide excellent customer service. Everything is conveniently located in one place, so you can always keep track of what's going on.
DaySchedule is a versatile appointment scheduling solution that simplifies your booking process. It helps simplify bookings with personalized pages, calendar syncing, payments, ratings/feedback, and centralized meeting management