Client Dispute Manager + TidyCal
Create leads in Client Dispute Manager from new bookings in TidyCal
Streamline your customer acquisition process with this intuitive workflow. When a new booking is made in TidyCal, a lead is instantly created in Client Dispute Manager, saving you time in lead generation and data entry. This automation ensures a seamless transition from booking to client management, making your processes more efficient.
Streamline your customer acquisition process with this intuitive workflow. When a new booking is made in TidyCal, a lead is instantly created in Client Dispute Manager, saving you time in lead generation and data entry. This automation ensures a seamless transition from booking to client management, making your processes more efficient.
- When this happens...New Booking
Triggers when a booking is created.
- automatically do this!Create Lead
Creates a new lead.
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Cancelled Booking
Triggers when a booking is cancelled.
Try ItNew Contact
Triggers when a contact is added.
Try ItActive Status
Triggers when we change the status from active to other status.
Try ItCancelled Status
Triggers when we change the status from cancelled to other status.
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New Booking
Triggers when a booking is created.
Try ItAffiliate Active Status
Triggers when we change affiliates from any status to active status.
Try ItArchive Lead Status
Triggers when we change the status from archive lead to other status.
Try ItCompleted Status
Triggers when we change the status from completed to other status.
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