In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Flexie 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 Trafft, it will trigger a corresponding deal creation in Flexie 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 Flexie CRM or Trafft With 1400+ Other Apps
Flexie CRM
Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.
Trafft is a powerful business management that streamlines scheduling and booking processes, accepts online payments, and offers team and customer management tools. It helps you optimize operations, increase customer retention, and grow your business.