LMN + YouCanBookMe
Create new contacts in LMN from new bookings in YouCanBookMe
Manage your bookings and contacts more efficiently with this streamlined process. When a new booking occurs in YouCanBookMe, it will kick off a workflow that creates a new contact inside LMN, saving you time and ensuring accurate data capture. The end result is a seamless bridge between scheduling and contact management, solving the problem of manual data transfer.
Manage your bookings and contacts more efficiently with this streamlined process. When a new booking occurs in YouCanBookMe, it will kick off a workflow that creates a new contact inside LMN, saving you time and ensuring accurate data capture. The end result is a seamless bridge between scheduling and contact management, solving the problem of manual data transfer.
- When this happens...
- automatically do this!Create Contact
Creates an LMN contact, including a jobsite address
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Notification typesRequired
Try ItEstimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
Try ItLMN Lead IDRequired
Communication TypeRequired
Date
Task Name
Due Date
Status/Progress
Priority
Note
Instructions
Assignee Email Address
LMN Lead IDRequired
Lead Type
Lead Name
First Name
Last Name
Lead Address 1
Lead Address 2
Lead City
Lead State
Lead Zip
Lead Country
Referral Source
Lead Classification
Tags
Lead Position
Lead Email1
Lead Email2
Lead Phone1
Lead Phone2
Do Not Email
Do Not Call
Do Not Mail
Contact Notes
LMN Jobsite ID
Jobsite Name
Jobsite Address 1
Jobsite Address 2
Jobsite City
Jobsite State
Jobsite Zip
Jobsite Country
Task/Note Created or Updated
Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.
Try ItContact Created or Updated
Triggers when an LMN Contact gets created or their contact information gets updated.
Try ItLead TypeRequired
Lead NameRequired
Lead First NameRequired
Lead Last NameRequired
Lead Address 1
Lead Address 2
Lead City
Lead State
Lead Zip
Lead Country
Referral Source
Lead Classification
Tags
Lead Position
Lead Email1
Lead Email2
Lead Phone1
Lead Phone2
Do Not Email
Do Not Call
Do Not Mail
Contact Notes
Jobsite Address 1
Jobsite Address 2
Jobsite City
Jobsite State
Jobsite Zip
Jobsite Country
LMN Lead ID
Lead Name
First Name
Last Name
Email Address
