Popular SimplyBook.me + Teamleader Focus Workflows
When Booking is created in SimplyBook.me > Check any condition > Update contact in Teamleader Focus
When Booking is created in SimplyBook.me > Check any condition > Create deal in Teamleader Focus
When Booking is created in SimplyBook.me > Check any condition > Update deal in Teamleader Focus
Create Teamleader Focus task for new SimplyBook.me event
With the help of this integration, when an event is created, a task will be automatically created in Teamleader Focus 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 Teamleader Focus 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 Teamleader Focus.
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.
Create task in Teamleader Focus for Booking is canceled in SimplyBook.me
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SimplyBook.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!
See SimplyBook.me IntegrationsThe easiest way to get your teams on the same page. Use Teamleader Focus to manage customer relationships, projects and tasks plus create invoices and quotes in one place.
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