BookingKoala + LeadConnector

Create opportunities in LeadConnector from new quotes in BookingKoala

Effortlessly manage your sales process with this BookingKoala to LeadConnector workflow. Whenever a new quote is created in BookingKoala, it will automatically update or add an opportunity in LeadConnector, ensuring your sales team always has the latest information at their fingertips. Save time and streamline your sales pipeline by automating this essential task.

When this happens...
New Quote
Triggered when quote is created.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

Booking Charged
Triggered when booking is charged.
Trigger
Instant
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Booking Cancelled
Triggered when booking is cancelled.
Trigger
Instant
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New Booking
Triggers when a booking is created.
Trigger
Instant
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New Quote
Triggered when quote is created.
Trigger
Instant
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Booking Updated
Triggers when a booking is updated.
Trigger
Instant
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- First 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
Action
Write
- CampaignRequired
- 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)
Action
Write

- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Booking Completed
Triggers when a booking is completed.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated (does not trigger on Notes, Addresses, or Billing Info).
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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New Rating
Triggers when a customer rates your service.
Trigger
Instant
Try It
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About BookingKoala

BookingKoala is a booking platform for service businesses such as cleaning, dog walking, spa, and tutoring services.

Learn more

Related categories

Scheduling & Booking

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Related Zap Templates

PRODUCTS

CAPABILITIES

By team

BookingKoala + LeadConnector

Create opportunities in LeadConnector from new quotes in BookingKoala

Booking Charged

Booking Cancelled

New Booking

New Quote

Booking Updated

Add/Update Contact

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Postal Code

Tags (comma delimited string for multiple tags)

Source

Notes

Business Name

Country

Add Lead to Campaign

CampaignRequired

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)

Add Task

Assign to User

Task TitleRequired

Task DescriptionRequired

Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

First Name

Last Name

Contact Phone

Contact Email

Booking Completed

Customer Updated

New Customer

New Rating

Pipeline Stage Changed

In PipelineRequired

Moved to Stage

Add/Update Opportunity

First 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

Stop All Campaign's for Lead

Phone Number

Email

First Name

Last Name