Join It + Godial Integration

Connect Join It to Godial in 1 click

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Join It + Godial Integration

Create Godial contact for new Join It memberships

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Join It - Godial integration, anytime a new Join It memberships is created, an Godial contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Join It + Godial Integration

Create Godial task for new Join It payment

When you make a payment in Join It, be sure to create a task in Godial! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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Join It + Godial Integration

Create Godial task for new Join It memberships

In Join It, when you create a memberships, it automatically creates a task in Godial for that memberships. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular memberships on their memberships profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Join It + Godial Integration
1.
  • Join It
    Membership is created in Join It Instant
  • Join It
    Membership is updated in Join It Instant
  • Join It
    Payment is created in Join It Instant
  • Join It
    Membership is renewed in Join It Instant
  • Join It
    Membership goes into inactive status in Join It Instant
  • Godial
    Contact is updated in Godial Instant
  • Godial
    Call is placed in Godial Instant
2.
  • Godial
    Create contact in Godial
  • Godial
    Create task in Godial
  • Godial
    Create user in Godial
  • Godial
    Create team in Godial
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750 Tasks
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Integrate Join It & Godial In 1 Click
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