Create contacts in HL Pro Tools for new Check Cherry leads
Effortlessly manage your leads and streamline your communication process with this convenient workflow. When a new lead is added in Check Cherry, a contact will be created in HL Pro Tools, ensuring that all vital information is easily accessible and saving you time on manual data entry. Stay organized and effectively engage with your potential clients by using this seamless integration.
Effortlessly manage your leads and streamline your communication process with this convenient workflow. When a new lead is added in Check Cherry, a contact will be created in HL Pro Tools, ensuring that all vital information is easily accessible and saving you time on manual data entry. Stay organized and effectively engage with your potential clients by using this seamless integration.
- When this happens...New Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
- automatically do this!Create Contact
Create a New Contact for selected location with given details
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Event Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
Try ItNew Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
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Try ItStaff Is Assigned to a Booking in Check Cherry
Triggers when staff is assigned to an existing booking
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Try ItNew Payment Is Recorded in Check Cherry
Triggers when a new payment is added to Check Cherry via a customer making a payment, making a deposit, or is manually entered by an admin.
Try ItNew User Is Added to Check Cherry
Triggers when a new user is added to Check Cherry via manual creation, sending an invitation, creating an event, or accepting a proposal.
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