Create or update FunnelCockpit contacts when new eTermin appointments are booked
Enhance your customer management process with this convenient workflow. Whenever a new appointment is scheduled in eTermin, it generates or updates a contact in your FunnelCockpit CRM. This allows for hassle-free tracking of your clients and ensures valuable data from every interaction is captured and stored accurately. It simplifies client relationship management and ensures you stay on top of your game.
Enhance your customer management process with this convenient workflow. Whenever a new appointment is scheduled in eTermin, it generates or updates a contact in your FunnelCockpit CRM. This allows for hassle-free tracking of your clients and ensures valuable data from every interaction is captured and stored accurately. It simplifies client relationship management and ensures you stay on top of your game.
- When this happens...New Appointment Booking
Triggers when a new appointment is booked through your appointment booking page or an appointment was manually created in the eTermin calendar.
- automatically do this!Create or Update CRM Contact
Creates or updates a CRM Contact
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New Appointment Booking
Triggers when a new appointment is booked through your appointment booking page or an appointment was manually created in the eTermin calendar.
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Login ID
Password
Title
Last Name
First Name
Phone
Salutation
Street
Zip
City
Notes
Birthday
Additional1
Additional2
Additional3
Additional4
Additional5
Additional6
CRMRequired
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