Set appointments in RepCard and add new customers in GorillaDesk
When a new appointment is set in the RepCard app, ensure that all relevant customer details are promptly added to your GorillaDesk app. This streamlined process eliminates duplicate data entry and maintains a high level of consistency. This integration between RepCard and GorillaDesk ensures your customer management is seamless, allowing you to focus more on your business.
When a new appointment is set in the RepCard app, ensure that all relevant customer details are promptly added to your GorillaDesk app. This streamlined process eliminates duplicate data entry and maintains a high level of consistency. This integration between RepCard and GorillaDesk ensures your customer management is seamless, allowing you to focus more on your business.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Add Customer
Adds a new customer to GorillaDesk.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired