LeadConnector + YouCanBookMe
Create LeadConnector opportunities from new YouCanBook.Me bookings
Effortlessly manage your sales opportunities with this workflow that connects YouCanBook.Me and LeadConnector. When a new booking is created in YouCanBook.Me, an opportunity is automatically added or updated in LeadConnector, ensuring your sales pipeline stays up-to-date and organized. This seamless integration allows you to focus on closing deals and growing your business.
Effortlessly manage your sales opportunities with this workflow that connects YouCanBook.Me and LeadConnector. When a new booking is created in YouCanBook.Me, an opportunity is automatically added or updated in LeadConnector, ensuring your sales pipeline stays up-to-date and organized. This seamless integration allows you to focus on closing deals and growing your business.
- When this happens...New Booking
Fires every time someone makes a booking with you through YouCanBook.Me
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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ProfileRequired
Try ItProfileRequired
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
ProfileRequired
Try ItProfileRequired
Voucher/Coupon CodeRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
