Event: Create Deal When Contact Requests Booking


How do you handle booking requests?

Whether someone is wanting to book your act or request your events company run their upcoming celebration, they will need to provide information for you to look over to ensure you are available and able to meet the request. You might then need to enter into discussions beyond a simple yes or no, including sending a quote or getting more specific information around the event. This is where using a CRM and a pipeline to handle these requests can be a lifesaver and help automate the process.

This automation is triggered when a contact submits your form to book your services. A deal record is then created for the contact and entered into the pipeline stage you specify. A task is then created for the deal owner to review the request's details and reach out personally.

Here's how this automation works:
1. The contact enters the automation when they submit your form.
2. The contact arrives at an add deal action and a deal record is created.
3. The contact moves to an Add task action and a task is created for the deal owner to reach out.

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