Create or update Keap contacts when new bookings are confirmed in Practice Better
Streamline your client management process by connecting Practice Better to Keap. When a booking is confirmed on Practice Better, this workflow immediately updates or creates a corresponding contact in Keap. This ensures consistency in client data across the platforms and promotes efficient management and superior client service.
Streamline your client management process by connecting Practice Better to Keap. When a booking is confirmed on Practice Better, this workflow immediately updates or creates a corresponding contact in Keap. This ensures consistency in client data across the platforms and promotes efficient management and superior client service.
- When this happens...Confirmed Booking
Triggers when a booking is confirmed.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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