Create new Boulevard clients from each new Growth99 appointment
Upgrade your client management by linking Growth99 and Boulevard. When a new appointment is scheduled in Growth99, this workflow creates a client profile in Boulevard right away. It saves time while ensuring you have the most updated client information, simplifying your business operations and streamlining client relations.
Upgrade your client management by linking Growth99 and Boulevard. When a new appointment is scheduled in Growth99, this workflow creates a client profile in Boulevard right away. It saves time while ensuring you have the most updated client information, simplifying your business operations and streamlining client relations.
- When this happens...Create Appointment
Triggers when a new appointment is created in Growth99
- automatically do this!Create Client
Creates a new client.
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Create Appointment
Triggers when a new appointment is created in Growth99
Try ItUpdate Contact
Triggers when a contact is updated in Growth99
Try ItEmailRequired
First NameRequired
Last Name
Phone Number
Message
Source
Source URL
Tag
Notes
Stage
Create a new contact in Growth99 if not found?Required
First NameRequired
Last NameRequired
Email AddressRequired
Phone NumberRequired
Date of Birth
Gender
Lifetime Value
Instagram Handles
Address Line 1
Address Line 2
City
State
Country
Zipcode
SMS Opted In
Email Opted In
Create Contact
Triggers when a new contact is created in Growth99
Try ItStageRequired
First NameRequired
Last NameRequired
Email AddressRequired
Phone NumberRequired
Date of Birth
Gender
Lifetime Value
Instagram Handle
Address Line 1
Address Line 2
City
State
Country
Zipcode
SMS Opted In
Email Opted In
Notes
EmailRequired
First NameRequired
Last NameRequired
Phone Number
Message
Tag
Notes
Appointment Cancelled
Triggers when an appointment is cancelled.
Try It