Create Pipedrive leads from new SimplyBook.me bookings
Keep your sales team informed instantly when new bookings occur in SimplyBook.me by streamlining the process with this workflow. As soon as a new booking registers, it directly generates a lead in Pipedrive, ensuring your sales team is always equipped with the most current information. This automatic data transfer saves you time, reduces manual entry errors, and boosts productivity within your team.
- When this happens...New BookingTriggers when a new booking is created.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with SimplyBook.me and Pipedrive
Discover other triggers and actions you can use with SimplyBook.me and Pipedrive
- Cancelled Booking
Triggers when a booking is canceled.
Try ItTriggerInstant - New Booking
Triggers when a new booking is created.
Try ItTriggerInstant - New Invoice
Triggers when a new invoice is created.
Try ItTriggerInstant - Booking IDRequired
ActionWrite
- Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Try ItTriggerInstant - New Client
Triggers when new client created.
Try ItTriggerInstant - New Offer
Triggers when a new offer is created.
Try ItTriggerInstant - Provider IDRequired
- Service IDRequired
- Location ID
- Category ID
- Client IDRequired
- CountRequired
- Start datetimeRequired
ActionWrite






