Agile CRM + Bookafy
Create Agile CRM events from new Bookafy appointments
Effortlessly manage your schedule by having new appointments in Bookafy create events in Agile CRM. With this workflow, each time a new appointment is booked through Bookafy, an event will be added in Agile CRM, ensuring your calendar stays up-to-date and organized. Spend less time manually transferring data and focus on providing excellent service to your clients.
Effortlessly manage your schedule by having new appointments in Bookafy create events in Agile CRM. With this workflow, each time a new appointment is booked through Bookafy, an event will be added in Agile CRM, ensuring your calendar stays up-to-date and organized. Spend less time manually transferring data and focus on providing excellent service to your clients.
- When this happens...New Appointment
Triggers when a new appointment is added.
- automatically do this!Add Event
Create event an event in Agile CRM.
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- 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
Track / MilestoneRequired
Try It
