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Act! + Bookafy

Create Act! contacts from new Bookafy customers

Stay up-to-date on the latest contacts and automate best practice sales processes by collaborating with your team. Act! Premium provides these features for you with the best support. This Bookafy-Act! integration allows you to create contacts automatically into Act! Premium for every new Bookafy customers.

Stay up-to-date on the latest contacts and automate best practice sales processes by collaborating with your team. Act! Premium provides these features for you with the best support. This Bookafy-Act! integration allows you to create contacts automatically into Act! Premium for every new Bookafy customers.

  1. When this happens...
    BookafyBookafy
    New Customer

    Triggers when a new customer is added.

    TriggerScheduled
  2. automatically do this!
    Act!Act!
    Add Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Include Blocker Appointments?Required

    • Staff User

    Trigger
    Scheduled
    Try It
  • Bookafy triggers, actions, and search

    New Customer

    Triggers when a new customer is added.

    Trigger
    Scheduled
    Try It
    • TitleRequired

    • DescriptionRequired

    • ServiceRequired

    • Staff UserRequired

    • Appointment Start TimeRequired

    • Appointment End TimeRequired

    • Is Blocker Appointment?Required

    • Customer NameRequired

    • Email

    • Phone

    • Address

    • City

    • State

    • Zip Code

    Action
    Write
    • NameRequired

    • EmailRequired

    • Phone

    • State

    • Address

    • City

    • Zip Code

    • Notes

    Action
    Write
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act-premium logo

About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.
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Related categories

  • CRM (Customer Relationship Management)

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bookafy logo
bookafy logo

About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

Related categories