Freshsales Suite + YouCanBookMe

Create new Freshsales Suite contacts from new bookings in YouCanBookMe

Streamline your customer management process with this workflow that starts when a new booking is made on YouCanBookMe. Following this event, the system automates the creation of a new contact within your Freshsales Suite. Now, easily stay on top of your booking details and ensure effective customer communication by having all contact details readily available in your sales suite. Enjoy a more seamless booking management experience.

When this happens...
New Booking
Fires every time someone makes a booking with you through YouCanBook.Me
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

- ProfileRequired
Trigger
Instant
Try It
- ProfileRequired
Trigger
Instant
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It

- Filter NameRequired
Trigger
Scheduled
Try It
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write

- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write

- ProfileRequired
Trigger
Instant
Try It
- ProfileRequired
- Voucher/Coupon CodeRequired
Action
Write
- Filter NameRequired
- Include Contact Details
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
- Description
- From DateRequired
- End DateRequired
- Deal IdRequired
- Location
- Time Zone
- Attendees EmailRequired
Action
Write
- Enter the deal IdRequired
- NoteRequired
Action
Write
- Module NameRequired
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- EmailRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About YouCanBookMe

Take bookings online. YouCanBookMe links to your calendar to allow your customers to book your services via the web.

Learn more Help

Related categories

Scheduling & Booking

Similar apps

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Scheduling & Booking

Acuity Scheduling

Scheduling & Booking

Setmore Appointments

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

Freshsales Suite + YouCanBookMe

Create new Freshsales Suite contacts from new bookings in YouCanBookMe

Updated (Cancelled) Booking

Updated (Rescheduled) Booking

ProfileRequired

Contacts Added to a List

Filter NameRequired

New Account

Filter NameRequired

Contact Updated

Filter NameRequired

New Deal

Filter NameRequired

Add Note to Contact

Update ByRequired

Enter Email / Contact IDRequired

NoteRequired

Create Account

Name

Create Contact

First Name

Last Name

Work Number

Mobile Number

Emails

Do You Want to Update Lifecycle Stage and Status

Do You Want To Add Contact To List

List Name

Create a Marketing Event

Unique Identifer NameRequired

Unique IdentifierRequired

Event NameRequired

Additional Event Properties

Update Account

Update ByRequired

Enter Account Name /Account IDRequired

Update Deal

Deal IDRequired

Find Account

Search ByRequired

Enter Account ID / NameRequired

Find Contact by Unique Fields

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

Search the matching Contacts

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

First Name

Last Name

Work Number

Mobile Number

Emails

Do You Want to Update Lifecycle Stage and Status

Do You Want To Add Contact To List

List Name

Search the matching Contacts

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

First Name

Last Name

Work Number

Mobile Number

Emails

Do You Want to Update Lifecycle Stage and Status

Do You Want To Add Contact To List

List Name

New Booking

ProfileRequired

Create Voucher

ProfileRequired

Voucher/Coupon CodeRequired

Deal Updated

Filter NameRequired

Include Contact Details

Account Updated

Filter NameRequired

New Contact