NeonCRM + The Receptionist
Create new activities in NeonCRM when check-ins occur in The Receptionist
Streamline your reception management and CRM tasks seamlessly. When a visitor checks-in with The Receptionist app, this workflow will create a new activity within NeonCRM instantly. This automation works to efficiently keep track of client visits and activities without extra clicks. It’s a perfect solution to enhance communication and keep records updated in real time.
Streamline your reception management and CRM tasks seamlessly. When a visitor checks-in with The Receptionist app, this workflow will create a new activity within NeonCRM instantly. This automation works to efficiently keep track of client visits and activities without extra clicks. It’s a perfect solution to enhance communication and keep records updated in real time.
- When this happens...Visit: Check-In
This event is triggered each time a visit check-in happens.
- automatically do this!Create Activity
Creates a new activity.
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