BoothBook + LeadConnector
Create LeadConnector opportunities for every new booking in BoothBook
Efficiently manage your leads with this workflow that connects BoothBook and LeadConnector. When a new booking is made in BoothBook, an opportunity is added or updated in LeadConnector. This seamless integration assists in keeping your sales opportunities up-to-date, allowing you to stay on top of potential business and enhance your customer engagement efforts. Keep your sales pipeline flowing smoothly without the need for manual updates.
Efficiently manage your leads with this workflow that connects BoothBook and LeadConnector. When a new booking is made in BoothBook, an opportunity is added or updated in LeadConnector. This seamless integration assists in keeping your sales opportunities up-to-date, allowing you to stay on top of potential business and enhance your customer engagement efforts. Keep your sales pipeline flowing smoothly without the need for manual updates.
- When this happens...New Booking
Triggers when a new booking is submitted.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Event Type
Triggers when a new event type is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last Name
Company
E-mailRequired
Telephone
Mobile Telephone
Customer Street Address
Customer City
Customer Postcode
Event Date
Event Time Start
Event Time End
Event Name
Event Type
Venue Name
Venue Street Address
Venue Postcode
Pipeline Status
Additional Notes
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
New Booking
Triggers when a new booking is submitted.
Try ItPayment TypeRequired
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
