CentralStationCRM + YouCanBookMe
Create new CentralStationCRM persons when new YouCanBook.Me bookings occur
Streamline your customer relationship management efforts with this automation. When a new booking takes place in YouCanBook.Me, the workflow will create a new person in CentralStationCRM in real time. This helps to efficiently add new customer details into your CRM system without manual input, saving you valuable time and reducing data entry errors.
Streamline your customer relationship management efforts with this automation. When a new booking takes place in YouCanBook.Me, the workflow will create a new person in CentralStationCRM in real time. This helps to efficiently add new customer details into your CRM system without manual input, saving you valuable time and reducing data entry errors.
- When this happens...Booking Notifications
Triggers when changes happen on a booking
- automatically do this!Create Person
Creates a Person at CentralStationCRM.
- Free forever for core features
- 14 day trial for premium features & apps
Subscription LevelRequired
Subscription Resource IdsRequired
Notification typesRequired
Try ItNew Person
Triggers when a new Person is created.
Try ItLast nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
Find Record by EmailRequired
Last nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
New Deal
Triggers when a new deal is created.
Try ItNameRequired
ValueRequired
Value TypeRequired
Value CountRequired
Target DateRequired
Current StateRequired
Responsible user (ID)
List of tags
Find Record by EmailRequired
