Planyo Online Booking + Really Simple Systems CRM Integration

Creating task in Really Simple Systems CRM is a great way to keep track of task that need to be completed when an event is created in your Planyo Online Booking account.

With the help of this integration, when an event is created, a task will be automatically created in Really Simple Systems CRM 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!

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Really Simple Systems 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 event is created in Planyo Online Booking, it will trigger a corresponding deal creation in Really Simple Systems 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.