In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Teamwork 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 Teamwork 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 Teamwork CRM or DaySchedule With 1400+ Other Apps
Teamwork CRM
Teamwork is a cloud-based platform that that allows you to plan, manage and track your sales process. It helps you convert leads into opportunities, opportunities into customers and customers into repeat buyers.
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