Integrate Pipeline Deals with Bookafy
About PipelineDeals CRM
“CRM Software You’ll Actually Use.”
PipelineDeals is the #1 most adopted CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships.
PipelineDeals is built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. Today more than 18,000 users in 60 countries use PipelineDeals to gain visibility into their sales pipeline to accelerate opportunities and close more deals.
Learn more at PipelineDeals.com
> Website: Pipelinedeals.com
> Contact: firstname.lastname@example.org
> Sales: email@example.com
How does Pipeline Deals work with Bookafy?
When you connect your Bookafy account to Pipeline Deals your contacts will sync to/from Pipeline deals to Bookafy. Both accounts will be current with all of your contacts.
When an appointment is made in Bookafy, it will do the following:
- If the appointment is created with a new customer, the customer will be added to the CRM and a new event will be added to that customers activity profile.
- If the appointent is made with an existing customer, the appointment will be added as an event in the CRM customer profile.
- If a customer is added, deleted or edited in either Bookafy or the CRM, the customer detail will sync with both accounts.
The benefits of integrating Bookafy & PipelineDeals
> Create and Sync Contacts
> Add/Edit and Sync events to contacts
> Reduce double entry of data
> Automate sales process