Hibu Assistant Connect + Yardbook

Hibu Assistant Connect + Yardbook integrations

Create email interactions in Hibu Assistant Connect for new customers in Yardbook

Use this efficient workflow to streamline your customer management process. Whenever you have a fresh customer sign up in Yardbook, it will prompt the Hibu Assistant Connect to create an email interaction. This seamless process enhances your customer communication, saving you time and ensuring no new client is left unattended. Stay on top of your customer interaction with this automatic solution.

When this happens...
New CustomerTriggers when a new customer (not prospect) is created.
TriggerPolling
automatically do this!
Create Email InteractionAdd an Email Interaction to a Contact, automatically creating a new Contact if it does not already exist.
ActionWrite

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More things you can do with Yardbook and Hibu Assistant Connect

Discover other triggers and actions you can use with Yardbook and Hibu Assistant Connect

Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
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New Business Profile Message
Trigger
Polling
Try It
Lead Created
Triggers when a new lead is created.
Trigger
Polling
Try It
New Prospect
Triggers when a new prospect customer is created.
Trigger
Polling
Try It
- Lookup customer by email
- Lookup customer by phone number
- Lookup customer by first and last name
- Lookup customer by first and last name
- Event type
  Required
- Name of the system sending the event
  Required
- Short description shown in Yardbook
  Required
- Raw payload
  Required
- Event Occurred At
  Required
- Confidence Score
- Idempotency Key
- Source System Id
Action
Write

- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Timestamp
  Required
Action
Write
- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Email Address
  Required
- Timestamp
  Required
- Subject
- Type
  Required
Action
Write

- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- ID
  Required
- Label
  Required
- Start Timestamp
  Required
- End Timestamp
  Required
- Workflow Stage
  Required
- Amount in Dollars
- Amount in Cents
- URL
- Description
- Deleted
Action
Write
- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Amount in Dollars
- Amount in Cents
- Timestamp
  Required
Action
Write

Estimate Approved
Triggers when an estimate has been approved.
Trigger
Polling
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New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Polling
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New Survey Received
Trigger
Polling
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New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
Try It
- address_line1
  Required
- city
  Required
- state
  Required
- postal_code
  Required
- country
  Required
- email
  Required
- phone
- full_name
  Required
- instructions
- service_frequency
- lawn_size_in_sf
- lead_source
- service_type
- promo_code
Action
Write
- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Lifecycle Stage
Action
Write
- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- ID
  Required
- Label
  Required
- Workflow Stage
  Required
- Amount in Dollars
- Amount in Cents
- URL
- Description
- Deleted
Action
Write
- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Phone Number
  Required
- Timestamp
  Required
- Duration in Minutes
- Duration in Seconds
- Type
  Required
Action
Write

About Hibu Assistant Connect

Hibu Assistant Connect allows clients to connect 3rd party lists to their Hibu suite of products

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Related categories

Marketing

About Yardbook

Yardbook is a comprehensive, end-to-end business management software solution designed for the landscaping industry.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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