Birdeye + Salestrekker

Create new Birdeye customers when Salestrekker deals change stages

When a deal advances to a new stage in Salestrekker, it's crucial to maintain efficient communication with your customers. Make it easier with this workflow. As soon as your deal changes stages in Salestrekker, a new customer is seamlessly created in Birdeye, ensuring your client's data is always up-to-date. Streamline your sales process and enhance customer engagement with this efficient process.

When this happens...
Deal Changes Stage
Triggers when a Deal changes stage.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer for a specified business.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- Organization
- Contact isRequired
- Email
- Phone Code
- Phone
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Contact Description
- Type
- Label
Action
Write

- Content
- Note Label
- Note Type
- Attachment
- Attachment Filename
Action
Write
- Organization
- WorkflowsRequired
- StagesRequired
- Owner
- Ticket Label
- Deal Name
- Deal value
- Deal summary
- Color
- Attachment
- Attachment Filename
- Contact is
- Email
- Phone Code
- Phone
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Contact Description
- Type
- Contact Label
- Note Type
- Note Label
- Content
Action
Write
- NameRequired
- Comment
- Due Date
- Sub Tasks
- Assign To
Action
Write
- Business numberRequired
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Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
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- Business numberRequired
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- Parent Business NumberRequired
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New Invoice
Triggers when a new invoice is created in birdeye
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New Payment
Triggers when a new payment is created in birdeye
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- Business NumberRequired
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- Parent Business NumberRequired
Trigger
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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
- CRM Name
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
- Business NumberRequired
- Customer IdRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To EmailRequired
- Ticket Status
- Ticket IDRequired
- Parent Business NumberRequired
- User EmailRequired
Action
Write

- OrganizationRequired
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Instant
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- OrganizationRequired
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Instant
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- OrganizationRequired
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Instant
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- OrganizationRequired
- Note Type
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- OrganizationRequired
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- Task NameRequired
Action
Write
- OrganizationRequired
- Contact IdRequired
- Phone
- is Company
- Unsubscribed from marketing
- Contact Description
- Contact Label
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Post Code
Action
Write
- New Stage
- New Status
- Deal Label
- Deal Summary
- Deal Value
- Settlement Date
- Color
- Attachment
- Attachment Filename
Action
Write
- Organization
- Sender EmailRequired
- Content
- Note Type
- Attachment
- Attachment Filename
Action
Write
- AttachmentRequired
- Attachment Filename
Action
Write
- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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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
- CRM Name
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Instant
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- Parent Business NumberRequired
Trigger
Instant
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- Parent 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
- CRM Name
Action
Write
- Appointment IdRequired
- External Appointment IdRequired
- Business numberRequired
- ActionRequired
- Appointment StatusRequired
Action
Write
- Event NameRequired
- Location Business NumberRequired
- CRM NameRequired
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
- CRM Name
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.

Learn more

Related categories

Reviews

About Salestrekker

Salestrekker is CRM software for finance professionals.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Track updated status of deals in Salestrekker and create new customers in Birdeye

Related Zap Templates

Track updated status of deals in Salestrekker and create new customers in Birdeye

Birdeye + Salestrekker

Create new Birdeye customers when Salestrekker deals change stages

New Deal

New Document in Deal

New Created Document

Deal Changes Status

Deal Changes Stage

Task Completed

Create New Contact

Create New Deal Note

Create New Deal

Create New Task

New Appointment

New Canceled Invoice

Confirm Appointment

New Ticket

New Invoice

New Payment

No Show Appointment

Review Updated

Create Appointment

Create Invoice

Get Contact Details

Mark Invoice as Paid

Update Ticket

Deal Due Date

New Requested Documents

New Signed Document

New Note

New Task

Complete Task

Update Contact

Update Deal

Create New Note

Upload New Document

Cancel Appointment

Complete Appointment

New Refund

New Contact

New Lead

New Review

Review Deleted

Survey Completed

Create Customer

Update External Appointment Id in Birdeye

Integration Callback

Update Appointment

About Birdeye

Related categories

About Salestrekker

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates