Create Planyo Online Booking customers from new Interact leads
Easily streamline your lead management process with this automation. When a new lead is created in Interact, it instantly adds them as a new customer in Planyo Online Booking. Say goodbye to manual data entry and focus on nurturing your leads and increasing bookings.
Easily streamline your lead management process with this automation. When a new lead is created in Interact, it instantly adds them as a new customer in Planyo Online Booking. Say goodbye to manual data entry and focus on nurturing your leads and increasing bookings.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!New Customer
Adds a new user (customer) to your planyo site.
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- 14 day trial for premium features & apps
QuizRequired
Try ItBefore or After Event #2
Triggers a given number of hours/days before or after the rental begins or ends (#2 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #4
Triggers a given number of hours/days before or after the rental begins or ends (#4 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #6
Triggers a given number of hours/days before or after the rental begins or ends (#6 event defined in Notifications in the Planyo backend).
Try It
Before or After Event #1
Triggers a given number of hours/days before or after the rental begins or ends.
Try ItBefore or After Event #3
Triggers a given number of hours/days before or after the rental begins or ends (#3 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #5
Triggers a given number of hours/days before or after the rental begins or ends (#5 event defined in Notifications in the Planyo backend).
Try ItUpdate of Reservation Status to Checked-In
Triggers when the customer checks in.
Try It