Ready workflows for CompanyHub + Appointlet Integration
Just click on the workflow you want to automate
Create note in CompanyHub for Booking is canceled in Appointlet
When Booking is received in Appointlet > Create deal in CompanyHub > Create a record (Custom Table) in CompanyHub
When Booking is received in Appointlet > Create contact in CompanyHub > Create a record (Custom Table) in CompanyHub
Create CompanyHub deal for new Appointlet 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 Appointlet, it will trigger a corresponding deal creation in CompanyHub.
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 CompanyHub task for new Appointlet event
With the help of this integration, when an event is created, a task will be automatically created in CompanyHub 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 CompanyHub note for new Appointlet event
Create CompanyHub record for new Appointlet event
Also all the relevant data will be stored in one place and can be easily accessed by anyone who needs it. This makes it easier to generate reports on events and their associated data. In short, using this Appointlet - CompanyHub integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
When Booking is received in Appointlet > Check any condition > Create contact in CompanyHub
When Booking is received in Appointlet > Check any condition > Create deal in CompanyHub
When Booking is received in Appointlet > Check any condition > Create contact in CompanyHub > Create a record (Custom Table) in CompanyHub
When Booking is received in Appointlet > Check any condition > Create deal in CompanyHub > Create a record (Custom Table) in CompanyHub
When Booking is canceled in Appointlet > Search record in CompanyHub > Check any condition > Update record in CompanyHub
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Create Your Own CompanyHub & Appointlet Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between CompanyHub & Appointlet
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You Can Also Connect CompanyHub or Appointlet With 1100+ Other Apps
CompanyHub is a cloud-based solution for seamless sales and marketing automation. It helps businesses manage their sales pipelines from lead generation to campaign execution, and eventually, to sales closure.
See CompanyHub IntegrationsAppointlet is a simple and easy-to-use appointment scheduling Google Calendar plugin, that displays availability right on your website, allowing your customers to schedule appointments with you in just a few clicks.
See Appointlet Integrations❤Trusted by 10,000+ Customers
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