Creating task in Workbooks 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 Workbooks 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!
You Can Also Connect Planyo Online Booking or Workbooks CRM With 1400+ Other Apps
Planyo Online Booking
Streamline bookings for any business with Planyo Online Booking. It helps you manage appointments, rentals, events, etc. Its website integrations, flexible pricing, & support for 30+ languages help you save time, and deliver exceptional customer service.
Workbooks CRM is a cloud-based platform for midsize businesses, offering sales, marketing, and customer service tools with real-time insights and customizable workflows to boost efficiency and growth.