Beside + Yardbook

Beside + Yardbook integrations

Create new Yardbook leads from new Beside leads

When a new lead emerges in the Beside app, effortlessly transfer the information to Yardbook. This workflow simplifies the process of data migration, ensuring you efficiently manage your contacts across different platforms. It not only streamlines your operations but also enables you to spend more time on refining your business strategies and fostering your leads. Capitalize on this workflow to improve lead management in your business operations.

When this happens...
LeadTriggers when a new lead communicates with you or you communicate with a new lead.
TriggerInstant
automatically do this!
Create LeadCreates a new lead and a prospect in Yardbook
ActionWrite

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More things you can do with Beside and Yardbook

Discover other triggers and actions you can use with Beside and Yardbook

- Direction
- Inbox
  Required
Trigger
Instant
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- Status
  Required
- Inbox
  Required
Trigger
Instant
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- Inbox
  Required
Trigger
Instant
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Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
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New Business Profile Message
Trigger
Polling
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Lead Created
Triggers when a new lead is created.
Trigger
Polling
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New Prospect
Triggers when a new prospect customer is created.
Trigger
Polling
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- Lookup customer by email
- Lookup customer by phone number
- Lookup customer by first and last name
- Lookup customer by first and last name
- Event type
  Required
- Name of the system sending the event
  Required
- Short description shown in Yardbook
  Required
- Raw payload
  Required
- Event Occurred At
  Required
- Confidence Score
- Idempotency Key
- Source System Id
Action
Write

- Inbox
  Required
Trigger
Instant
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- Direction
- Inbox
  Required
Trigger
Instant
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- Inbox
  Required
Trigger
Instant
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Estimate Approved
Triggers when an estimate has been approved.
Trigger
Polling
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New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Polling
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New Survey Received
Trigger
Polling
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New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
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- address_line1
  Required
- city
  Required
- state
  Required
- postal_code
  Required
- country
  Required
- email
  Required
- phone
- full_name
  Required
- instructions
- service_frequency
- lawn_size_in_sf
- lead_source
- service_type
- promo_code
Action
Write

About Beside

Beside is an app that provides all phone number features along with AI tools to assist in managing calls, texts, tasks, and staying organized.

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Related categories

AI Assistants

About Yardbook

Yardbook is a comprehensive, end-to-end business management software solution designed for the landscaping industry.

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Related categories

CRM (Customer Relationship Management)

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