Bookafy + Workbooks CRM
Add new Bookafy customers to Workbooks CRM as people
Manage your reports and dashboards via Workbooks CRM which helps you to run marketing campaigns, capture leads, create quotations, process orders and raise invoices. This Bookafy-Workbooks CRM automation creates new Bookafy customers automatically to Workbooks CRM as people.
Manage your reports and dashboards via Workbooks CRM which helps you to run marketing campaigns, capture leads, create quotations, process orders and raise invoices. This Bookafy-Workbooks CRM automation creates new Bookafy customers automatically to Workbooks CRM as people.
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Create Person
Triggers when a new person is created.
- Free forever for core features
- 14 day trial for premium features & apps
Include Blocker Appointments?Required
Staff User
Try ItNew Customer
Triggers when a new customer is added.
Try ItTitleRequired
DescriptionRequired
ServiceRequired
Staff UserRequired
Appointment Start TimeRequired
Appointment End TimeRequired
Is Blocker Appointment?Required
Customer NameRequired
Email
Phone
Address
City
State
Zip Code
New Case
Triggers when a new case is created.
Try It
About Bookafy
Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.
Related categories
About Workbooks CRM
Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.
