Bigin by Zoho CRM + Setmore Appointments
Create or update contacts in Bigin by Zoho CRM for new appointments in Setmore Appointments
When a new appointment is scheduled in Setmore Appointments, this workflow ensures that the contact details in Bigin by Zoho CRM are updated. This helps to keep your customer profiles accurate, reducing manual data entry and streamlining your scheduling process. Suitable for businesses that deal with frequent appointments, this automation ensures your CRM stays up-to-date, enhancing your relationship management efforts.
When a new appointment is scheduled in Setmore Appointments, this workflow ensures that the contact details in Bigin by Zoho CRM are updated. This helps to keep your customer profiles accurate, reducing manual data entry and streamlining your scheduling process. Suitable for businesses that deal with frequent appointments, this automation ensures your CRM stays up-to-date, enhancing your relationship management efforts.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates the details of the contact, if contact with the provided email address exists.
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Appointment Deleted
Triggers when a appointment is deleted.
Try ItNew Appointment
Triggers when a new appointment is created.
Try ItAppointment Updated
Triggers when a appointment is updated.
Try ItFirst NameRequired
Last Name
Customer EmailRequired
Customer Mobile
Customer Country Code
Customer Address
Customer City
Customer State
Customer Zip
Start DateRequired
End Date
Notes
