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Pipeline CRM + YouCanBookMe

Create new persons in Pipeline CRM for every new booking in YouCanBookMe

Streamline your booking and customer management process with this efficient workflow. When a new booking is made via YouCanBookMe, a new person is created in your Pipeline CRM, helping your team to keep track of all your clients and their reservations. Save time on manual data entry and focus on providing top-notch service to your customers.

Streamline your booking and customer management process with this efficient workflow. When a new booking is made via YouCanBookMe, a new person is created in your Pipeline CRM, helping your team to keep track of all your clients and their reservations. Save time on manual data entry and focus on providing top-notch service to your customers.

  1. When this happens...
    YouCanBookMeYouCanBookMe
    New Booking

    Fires every time someone makes a booking with you through YouCanBook.Me

    TriggerInstant
  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?
    • ProfileRequired

    Trigger
    Instant
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    • ProfileRequired

    Trigger
    Instant
    Try It
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
  • Pipeline CRM triggers, actions, and search

    New Company

    Triggers when a new company is created in your PipelineDeals account.

    Trigger
    Instant
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    • ProfileRequired

    Trigger
    Instant
    Try It
    • ProfileRequired

    • Voucher/Coupon CodeRequired

    Action
    Write
    • Stage

    • Status

    • Source

    Trigger
    Instant
    Try It
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
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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.
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Related categories

  • CRM (Customer Relationship Management)

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youcanbookme logo
youcanbookme logo

About YouCanBookMe

Take bookings online. YouCanBookMe links to your calendar to allow your customers to book your services via the web.

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