Birdeye + MyCRM Sync

Manage new and updated MyCRM Sync contacts by creating customers in Birdeye

Improve your customer relationship management by instantly updating your Birdeye system when a change occurs in your MyCRM. This workflow activates whenever a contact is created, updated, or deleted in MyCRM, mirroring those changes by creating a new customer in Birdeye. Seamlessly maintaining consistency across platforms enriches your customer data and enhances your ability to provide superior service. This streamlined workflow aids in keeping your customer experience management at the forefront, providing you with more time to focus on crafting strategies for business growth.

When this happens...
Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer for a specified business.
ActionWrite

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Supported triggers and actions

What does this mean?

Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted.
Trigger
Instant
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Deal Status Changed
Triggers when a deal changes status.
Trigger
Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
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New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
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- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- EmailRequired
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
Action
Write

- First Name
- Last Name
- Email
- Phone
- Total AmountRequired
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation UserRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write

Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Contact Updated
Triggers when a new contact is updated.
Trigger
Instant
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- Title
- First NameRequired
- Preferred Name
- Last NameRequired
- EmailRequired
- MobileRequired
- Date of Birth
- Gender
- Marketing Consent
- Street Address
- Suburb
- State
- Postcode
- Address Type
- Note Title
- Note Details
- UTM Source (Marketing)
- UTM Medium (Marketing)
- UTM Campaign (Marketing)
- UTM Term (Marketing)
- UTM Content (Marketing)
Action
Write
New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business IdRequired
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Related categories

Reviews

About MyCRM Sync

MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

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Birdeye + MyCRM Sync

Manage new and updated MyCRM Sync contacts by creating customers in Birdeye

Contact Created/Updated/Deleted

Contact Deleted

Deal Status Changed

New Canceled Invoice

New Invoice

New Payment

Create Appointment

First NameRequired

Last Name

Date of Birth

EmailRequired

PhoneRequired

Gender

Business NumberRequired

Appointment IdRequired

Provider Id

Provider First Name

Provider Last Name

Start TimeRequired

End Time

Appointment Type Id

Appointment Type

Duration

Reason To Visit

Notes

Guardian Id

Guardian First Name

Guardian Last Name

Guardian Dob

Guardian Gender

Guardian Email

Guardian Phone

Source

Timezone

Action

Create Invoice

First Name

Last Name

Email

Phone

Total AmountRequired

Invoice Created Date

Invoice Number

Custom Fields

Tags

Invoice Due Date

Invoice Item Desc

Attachment URL

External Reference Id

Delay In Hours

Email Template

Send Email

Send Immediately

Send Text

Text Template

Crm Name

Crm Doc Id

CRM CustomerId

External Tracking Id

Automation UserRequired

Mark Invoice as Paid

Crm Doc Id

Crm Name

CRM CustomerId

External Reference Id

Notes

Paid Date

User Id

Contact Created

Contact Updated

Create a Lead

Title

First NameRequired

Preferred Name

Last NameRequired