Popular Teamwork CRM + SimplyBook.me Workflows
Create note in Teamwork CRM for Booking is canceled in SimplyBook.me
Create Teamwork CRM 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 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.
Create Teamwork CRM note for new SimplyBook.me event
When Booking is created in SimplyBook.me > Check any condition > Create contact in Teamwork CRM
When Booking is created in SimplyBook.me > Check any condition > Create deal in Teamwork CRM
When Booking is created in SimplyBook.me > Check any condition > Create contact in Teamwork CRM
When Booking is created in SimplyBook.me > Check any condition > Create deal in Teamwork CRM
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You Can Also Integrate Teamwork CRM & SimplyBook.me With 1100+ Other Apps
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 IntegrationsSimplyBook.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 Integrations❤Trusted by 10,000+ Customers
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