Ready workflows for TeamWave + Waitwhile Integration
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Create Waitwhile visit for new TeamWave organization
Create TeamWave task for new Waitwhile visit
With the help of this integration, when an visit is created, a task will be automatically created in TeamWave and will include the details of the visit (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new visit. You can then simply assign the task to someone on your team and they can get started!
Create TeamWave deal for new Waitwhile visit
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 visit is created in Waitwhile, it will trigger a corresponding deal creation in TeamWave.
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 TeamWave person from new Waitwhile visit
When Visit is created or updated in Waitwhile > Check any condition > Create person in TeamWave
When Visit is created or updated in Waitwhile > Check any condition > Add follower in TeamWave
When Visit is created or updated in Waitwhile > Check any condition > Create deal in TeamWave
When Deal is created in TeamWave > Create or Update Visit in Waitwhile
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to automate repetitive tasks between TeamWave & Waitwhile
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TeamWave is a unified platform that allows you to manage your projects, sales and customer relations (CRM) and human resource efficiently. It's packed with features like project management, automation, time tracking and reporting.
See TeamWave IntegrationsWaitWhile helps businesses around the world improve their lines and create a radically better wait experience for their customers.You can schedule and waitlist customers from your phone, tablet or computerand easily access your data wherever you go.
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