Workbooks CRM + Occasion Integration

Creating task in Workbooks CRM is a great way to keep track of task that need to be completed when an booking is created in your Occasion account.

With the help of this integration, when an booking is created, a task will be automatically created in Workbooks CRM and will include the details of the booking (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new booking. You can then simply assign the task to someone on your team and they can get started!