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.
- When this happens...New Booking
Fires every time someone makes a booking with you through YouCanBook.Me
- automatically do this!Create Person
Creates a new person in your PipelineDeals account.
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