Popular Teamwork CRM + Probooking Workflows
Create activity in Teamwork CRM for Appointment is cancelled in Probooking
Create note in Teamwork CRM for Appointment is cancelled in Probooking
Create Teamwork CRM deal for new Probooking 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 Probooking, 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.
When Appointment is created in Probooking > Check any condition > Create contact in Teamwork CRM
When Appointment is created in Probooking > Check any condition > Create deal in Teamwork CRM
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Teamwork is a cloud-based platform that that allows you to plan, manage and track your sales process. It helps you convert leads into opportunities, opportunities into customers and customers into repeat buyers.
See Teamwork CRM IntegrationsProbooking is the easiest way to sell on-demand meetings and appointments online. It's simple, easy to use, and works with all major calendar applications. Sell appointments directly through the booking page or on your website with embeddable forms.
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