Pipedrive + SimplyBook.me
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.
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 Booking
Triggers when a new booking is created.
- automatically do this!Create Lead
Creates a new lead.
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- 14 day trial for premium features & apps
Cancelled Booking
Triggers when a booking is canceled.
Try ItNew Booking
Triggers when a new booking is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItBooking IDRequired
Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Try ItNew Client
Triggers when new client created.
Try ItNew Offer
Triggers when a new offer is created.
Try ItProvider IDRequired
Service IDRequired
Location ID
Category ID
Client IDRequired
CountRequired
Start datetimeRequired
