Book Like A Boss + LeadConnector
Update opportunities in LeadConnector when bookings are canceled in Book Like A Boss
Effortlessly manage your canceled bookings and update your sales opportunities with this automation. When a booking is canceled in Book Like A Boss, this workflow will add or update the corresponding opportunity in LeadConnector. Stay organized and keep your sales pipeline accurate without any manual data entry.
Effortlessly manage your canceled bookings and update your sales opportunities with this automation. When a booking is canceled in Book Like A Boss, this workflow will add or update the corresponding opportunity in LeadConnector. Stay organized and keep your sales pipeline accurate without any manual data entry.
- When this happens...Canceled Booking
Triggers when a booking is canceled.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Canceled Booking
Triggers when a booking is canceled.
Try ItRescheduled Booking
Triggers when a booking is rescheduled.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
New Booking
Triggers when a new booking is created.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
