LeadConnector + Zoho Bookings
Create and manage LeadConnector opportunities from new Zoho Bookings appointments
Efficiently manage your sales pipeline with this workflow, which connects Zoho Bookings and LeadConnector. When a new appointment is booked in Zoho Bookings, it will automatically create or update an opportunity in LeadConnector, ensuring your sales team stays on top of potential deals and enhances their conversion rate. Save time and avoid manual entry with this simple yet effective automation.
Efficiently manage your sales pipeline with this workflow, which connects Zoho Bookings and LeadConnector. When a new appointment is booked in Zoho Bookings, it will automatically create or update an opportunity in LeadConnector, ensuring your sales team stays on top of potential deals and enhances their conversion rate. Save time and avoid manual entry with this simple yet effective automation.
- When this happens...Appointment Booked
Triggers when a new appointment is booked.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Appointment Canceled
Triggers when an appointment is canceled.
Try ItAppointment Rescheduled
Triggers when an appointment is rescheduled.
Try ItFirst 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)
Appointment Booked
Triggers when a new appointment is booked.
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
Phone Number
Email
First Name
Last Name
Full Name
