Popular SimplyMeet.me + Teamwork CRM Workflows
Create activity in Teamwork CRM for Meeting is canceled in SimplyMeet.me
Create note in Teamwork CRM for Meeting is canceled in SimplyMeet.me
Create Teamwork CRM deal for new SimplyMeet.me meeting
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 meeting is created in SimplyMeet.me, 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.
When Meeting is scheduled in SimplyMeet.me > Check any condition > Create contact in Teamwork CRM
When Meeting is scheduled in SimplyMeet.me > Check any condition > Create deal in Teamwork CRM
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SimplyMeet.me lets you search for open slots in meetings and pick the best time to join. It is an intelligent scheduling assistant that optimizes your meeting schedule simply by dragging and dropping available slots.
See SimplyMeet.me IntegrationsTeamwork 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.
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