Create Teamwork CRM deal for new Occasion booking
In your business, you may need to track when someone is invited to an booking. 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 booking is created in Occasion, 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.
See moreBut 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 booking is created in Occasion, 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.
