Popular PipelineDeals + SimplyBook.me Workflows
Create Task in PipelineDeals for Booking is canceled in SimplyBook.me
Create PipelineDeals task for new SimplyBook.me event
With the help of this integration, when an event is created, a task will be automatically created in PipelineDeals and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
Create PipelineDeals deal for new SimplyBook.me event
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 SimplyBook.me, it will trigger a corresponding deal creation in PipelineDeals.
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.
Update PipelineDeals person from new SimplyBook.me event
When Booking is created in SimplyBook.me > Check any condition > Create Person in PipelineDeals
When Booking is created in SimplyBook.me > Check any condition > Create Deal in PipelineDeals
When Booking is created in SimplyBook.me > Check any condition > Create Person in PipelineDeals
When Booking is created in SimplyBook.me > Check any condition > Create Deal in PipelineDeals
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PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!
See PipelineDeals IntegrationsSimplyBook.me helps you handle appointments and payments in a simpler way. It is simple and easy to use as possible, so your customers will be able to book an appointment online with you in no time!
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