TekMatix

How to Send SMS Notifications for Rental Bookings in tekmatix

📲 Keep your customers informed at every stage of the rental journey with automated SMS notifications in Tekmatix.

Whether you're managing holiday rentals, equipment hire, venues, or other booking-based businesses, you can now automatically send SMS updates for every key rental event—helping you reduce no-shows, improve communication, and deliver a better customer experience.

✨ What's new?
✅ Booking confirmations & reminders
✅ Cancellation & reschedule alerts
✅ Follow-up SMS messages
✅ Choose recipients (Customer, Business, or Both)
✅ Custom SMS templates for different recipients
✅ Send test SMS before going live

No more manual texting or missed updates. Just set it once and let Tekmatix handle the rest. 🚀

👉 Read more: tekmatix.com/blog/b/rental-booking-sms-notificatio…

#Tekmatix #RentalBookings #SMSNotifications #RentalManagement #BookingAutomation #CalendarManagement #BusinessAutomation #CustomerCommunication #SMSMarketing #RentalSoftware #AppointmentReminders #BookingReminders #RentalBusiness #WorkflowAutomation #CRM

1 day ago | [YT] | 0

TekMatix

How to Group Contacts by Source in Tekmatix Dashboards & Reports

📊 Want to know exactly where your leads are coming from?

Your marketing data is only valuable if you can actually use it. That's why Tekmatix now lets you group Contact widgets by Source in your Dashboards and Reports.

🚀 With this update, you can:
✅ Group Contacts by lead source
✅ Compare performance across marketing channels
✅ See which campaigns generate the most contacts
✅ Create consistent reporting across Contacts and Opportunities

Whether your leads come from social media, paid ads, referrals, email marketing, or organic search, you'll have a clearer picture of what's driving your business growth.

Make smarter marketing decisions with data you can actually act on. 📈

👉 Read more: tekmatix.com/blog/b/contacts-group-by-source-dashb…

#Tekmatix #TekmatixCRM #CRM #DashboardReporting #Reporting #LeadGeneration #LeadTracking #ContactManagement #MarketingAnalytics #BusinessAnalytics #SalesAnalytics #CRMReporting #LeadSource #ContactAnalytics #BusinessGrowth #MarketingAutomation #SalesAutomation #DataDriven #BusinessSoftware #Automation

2 days ago | [YT] | 0

TekMatix

How to Use WhatsApp Notifications for Rental Bookings in Tekmatix

📲 Keep your rental customers informed—right where they're most likely to see it.

Tekmatix Rentals now supports WhatsApp notifications, making it easier than ever to automate booking updates and keep both customers and your team in the loop.

✨ You can now send WhatsApp notifications for:
✅ Booking confirmations
✅ Booking reminders
✅ Cancellations
✅ Rescheduled bookings
✅ Follow-ups
✅ Unconfirmed bookings

Even better, you can:
📱 Choose who receives each notification (customer, business, or both)
📝 Use different WhatsApp templates for customers and internal staff
⚙️ Create or select approved templates
🧪 Send test notifications before going live

No more manual follow-ups or missed updates—just automated communication that helps deliver a smoother rental experience from booking to return.

If you manage holiday rentals, equipment hire, venues, or any rental-based business, this update helps you save time while improving customer communication.

👉 Read more: tekmatix.com/blog/b/whatsapp-notifications-for-ren…

#Tekmatix #RentalBusiness #RentalManagement #WhatsApp #WhatsAppAutomation #BookingAutomation #RentalBookings #BusinessAutomation #CustomerExperience #PropertyManagement #EquipmentRental #VacationRental #WorkflowAutomation #CRM #SmallBusiness

4 days ago (edited) | [YT] | 0

TekMatix

How to Integrate Calendly with Tekmatix Workflows for Automated Appointment Scheduling

📅 Automate your appointment scheduling from start to finish with the new Calendly + Tekmatix Workflows integration!

No more manual follow-ups or missed opportunities. Connect Calendly directly to Tekmatix and build powerful automations that respond instantly when someone books, cancels, reschedules, or misses an appointment.

✨ You can now:
✅ Trigger workflows when appointments are booked, cancelled, or marked as no-shows
✅ Automatically create or update contacts
✅ Book, find, or cancel Calendly events
✅ Send confirmation emails and SMS messages
✅ Deliver reminders and pre-call resources
✅ Launch personalised follow-up and rescheduling sequences
✅ Keep your CRM updated automatically

Whether you're running sales calls, coaching sessions, consultations, or customer appointments, this integration helps you save time while delivering a seamless customer experience.

🚀 Turn every booking into an automated journey—without lifting a finger.

👉 Read more at: tekmatix.com/blog/b/calendly-workflow-triggers-act…

#Tekmatix #Calendly #WorkflowAutomation #AppointmentScheduling #BusinessAutomation #CRM #MarketingAutomation #SalesAutomation #CalendlyIntegration #WorkflowBuilder #AppointmentBooking #LeadManagement #CustomerJourney #Productivity #AutomationTools

5 days ago (edited) | [YT] | 0

TekMatix

How to Automate TikTok DM Replies with Tekmatix Workflows

🚀 Turn TikTok conversations into powerful automated customer journeys.

TikTok is one of the fastest-growing channels for engaging leads—and now your automations can keep up.

With the latest Tekmatix update, you can now use TikTok Interactive Messenger as a reply channel inside Wait Until Contact Replies workflows.

✨ Here's what you can do:
✅ Pause workflows until a contact replies via TikTok DM
✅ Automatically resume follow-up sequences
✅ Nurture leads with personalised conversations
✅ Trigger bookings, notifications, or next-step automations
✅ Spend less time manually checking messages

Whether you're generating leads, promoting offers, or building stronger customer relationships, this update helps you create smarter, conversation-driven automations from start to finish.

💜 Read more: tekmatix.com/blog/b/tiktok-dm-replies-workflow-aut…

#Tekmatix #TikTokAutomation #TikTokMarketing #WorkflowAutomation #MarketingAutomation #CRM #BusinessAutomation #LeadGeneration #CustomerEngagement #SalesAutomation #AutomationTools #DigitalMarketing #SocialMediaAutomation #TikTokDM #CRMSoftware

6 days ago (edited) | [YT] | 0

TekMatix

How to Use the Workflow Builder Quick Access Sidebar in Tekmatix

🚀 Build Automations Without Losing Your Place

Creating workflows just got even smoother in Tekmatix! 💜

You can now access the full Tekmatix navigation sidebar directly from inside the Workflow Builder—so there's no need to leave your automation every time you need to check contacts, funnels, campaigns, settings, or other tools.

✨ What's New?
✅ Open the navigation sidebar without leaving Workflow Builder
✅ Keep your workflow open while navigating the platform
✅ Show or hide the sidebar whenever you need
✅ Use handy keyboard shortcuts for even faster access:
⌨️ Mac: Cmd +
⌨️ Windows: Ctrl + \

Whether you're building complex automations or making quick updates, this enhancement helps you stay focused, reduce unnecessary clicks, and move around Tekmatix more efficiently.

Small improvements like this can make a big difference when you're building powerful business automation. 💡

📖 Read more: tekmatix.com/blog/b/tekmatix-workflow-builder-side…

#Tekmatix #WorkflowAutomation #BusinessAutomation #CRM #MarketingAutomation #WorkflowBuilder #AutomationTools #SalesAutomation #BusinessGrowth #Productivity #GoHighLevel #CRMSoftware

1 week ago (edited) | [YT] | 0

TekMatix

How to Connect Claude AI to Tekmatix Using the MCP Integration (Step-by-Step)

🤖 Claude AI + Tekmatix is here!

You can now connect Claude AI directly to your Tekmatix account using our new MCP (Model Context Protocol) integration.

Once connected, Claude can securely help you manage your contacts, workflows, calendars, conversations, funnels, emails, and more—making it easier to automate tasks and work more efficiently.

We've created a complete step-by-step guide that includes:
✅ An embedded video walkthrough
✅ Step-by-step screenshots
✅ Recommended permission settings
✅ Best practices for getting started

Whether you're setting it up for the first time or want to make the most of AI inside Tekmatix, this guide will walk you through the entire process.

📖 Read the blog here: tekmatix.com/blog/b/claude-ai-tekmatix-mcp-integra…

#Tekmatix #ClaudeAI #AIAutomation #MCP #BusinessAutomation #Productivity #SaaS #ArtificialIntelligence

1 week ago (edited) | [YT] | 0

TekMatix

How to Fix Meta Campaign Validation Errors Before Publishing

🚨 Publishing Meta campaigns just got a whole lot easier.

Ever spent time building the perfect campaign only to have it fail because of a missing setting or unclear error message? 😩

Not anymore.

With the latest Tekmatix Ad Manager update, you can now:

✅ Catch setup issues before you publish
✅ Get clear, easy-to-understand error messages
✅ Jump directly to the fields that need fixing
✅ Prevent failed submissions caused by missing information
✅ Track publishing progress while continuing your work

No more guessing.
No more digging through endless settings.
Just a smoother, more reliable way to launch your Meta campaigns with confidence.

Because less time troubleshooting means more time growing your business. 🚀

💡 Similar validation improvements for Google Ads and LinkedIn campaigns are already planned for future releases.

👉 Read more: tekmatix.com/blog/b/improved-meta-campaign-validat…

#Tekmatix #MetaAds #FacebookAds #DigitalMarketing #MarketingAutomation #AdManager #MarketingTools #BusinessGrowth #LeadGeneration #MarketingTech

1 week ago | [YT] | 0

TekMatix

How to Build Smarter Workflow Automations Using Opportunity Owners & Followers 🚀

Your workflows just got a whole lot smarter.

If your automations rely on who owns an opportunity (or who's following it), this update is going to save you time and create far more intelligent workflows.

✨ You can now use Opportunity Owners and Opportunity Followers as conditions inside If/Else workflow branches.

That means you can automatically:
✅ Route opportunities based on ownership
✅ Trigger follow-ups only after an owner is assigned
✅ Notify the right team members automatically
✅ Build personalized sales and account management workflows
✅ Keep your pipeline moving without manual intervention

Instead of creating workarounds, your workflows can now make decisions based on who's actually responsible for the opportunity.

More flexibility.
Less manual work.
Smarter automation. 🤖

📖 Read more: tekmatix.com/blog/b/opportunity-owners-followers-w…

#HowTo #WorkflowAutomation #CRMWorkflow #SalesAutomation #BusinessAutomation #Tekmatix #CRM #AutomationTools #WorkflowBuilder #SalesPipeline #CustomerSuccess #BusinessGrowth

1 week ago | [YT] | 0

TekMatix

How to Control Your Xero Contact Sync & Keep Your CRM Clean

🚨 Is your CRM filling up with suppliers and contacts you never wanted to market to?

You're not alone.

If you've connected Xero to your CRM before, you know how quickly your contact list can become cluttered with vendors, contractors, and suppliers that don't belong in your sales and marketing database.

That's why we've introduced new Xero Contact Sync Controls in Tekmatix. 🎉

Now you can:

✅ Choose exactly which Xero contacts sync into Tekmatix
✅ Sync Customers Only, Suppliers Only, All Contacts, or specific Contact Groups
✅ Keep suppliers separate by automatically routing them into Business Records instead of your Contacts
✅ Maintain a cleaner CRM with smarter segmentation and more accurate automations

The best part?

Nothing changes unless you want it to.

Your existing integration continues working exactly as it does today until you update your settings.

Cleaner data means:
✨ Better marketing
✨ Better reporting
✨ Better customer management
✨ Less time cleaning up your CRM

If you've been wondering how to stop suppliers from syncing into your CRM or how to customize your Xero contact sync, this update gives you complete control.

👉 Read more: tekmatix.com/blog/b/tekmatix-xero-contact-sync-set…

#Tekmatix #Xero #CRM #BusinessAutomation #XeroIntegration #CRMManagement #MarketingAutomation #AccountingSoftware #SmallBusiness #CustomerData #Automation

1 week ago | [YT] | 0