Creating task in Workbooks CRM is a great way to keep track of task that need to be completed when an visit is created in your Waitwhile account.
With the help of this integration, when an visit is created, a task will be automatically created in Workbooks CRM 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!
You Can Also Connect Workbooks CRM or Waitwhile With 1400+ Other Apps
Workbooks CRM
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.
WaitWhile 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.