Add notes to Highrise contacts for new booking confirmations on Appointlet
It's important to keep an accurate history of your business with customers, but all to easy to let information fall out of date when you're busy. Get some assistance with this Appointlet Highrise integration and save yourself some effort at the same time. After it's been set up, every newly confirmed booking on Appointlet will automatically add a note to the corresponding Highrise contact, making sure their entire history is at your disposal at all times.
It's important to keep an accurate history of your business with customers, but all to easy to let information fall out of date when you're busy. Get some assistance with this Appointlet Highrise integration and save yourself some effort at the same time. After it's been set up, every newly confirmed booking on Appointlet will automatically add a note to the corresponding Highrise contact, making sure their entire history is at your disposal at all times.
- When this happens...Attendee Scheduled
Triggers when an attendee schedules a meeting or joins an existing one.
- automatically do this!Create Note for Contact
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
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