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Bookafy + Pipeline CRM

Add new Bookafy customers to Pipeline CRM

Pipeline CRM helps you to organize, track, and manage your deals, leads, contacts and much more. This Bookafy-Pipeline CRM integration can create contacts automatically in Pipeline CRM for every new Bookafy customers.

Pipeline CRM helps you to organize, track, and manage your deals, leads, contacts and much more. This Bookafy-Pipeline CRM integration can create contacts automatically in Pipeline CRM for every new Bookafy customers.

  1. When this happens...
    BookafyBookafy
    New Customer

    Triggers when a new customer is added.

    TriggerScheduled
  2. automatically do this!
    Pipeline CRMPipeline CRM
    Create Person

    Creates a new person in your PipelineDeals account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Include Blocker Appointments?Required

    • Staff User

    Trigger
    Scheduled
    Try It
  • Bookafy triggers, actions, and search

    New Customer

    Triggers when a new customer is added.

    Trigger
    Scheduled
    Try It
    • TitleRequired

    • DescriptionRequired

    • ServiceRequired

    • Staff UserRequired

    • Appointment Start TimeRequired

    • Appointment End TimeRequired

    • Is Blocker Appointment?Required

    • Customer NameRequired

    • Email

    • Phone

    • Address

    • City

    • State

    • Zip Code

    Action
    Write
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
    • NameRequired

    • EmailRequired

    • Phone

    • State

    • Address

    • City

    • Zip Code

    • Notes

    Action
    Write
    • Stage

    • Status

    • Source

    Trigger
    Instant
    Try It
bookafy logo
bookafy logo

About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

Related categories

  • Scheduling & Booking
pipelinedeals logo
pipelinedeals logo

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
Learn moreHelp

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