Create Redtail CRM activities for new YouCanBook.Me bookings
Streamline your client management process with this seamless workflow. When a new booking is created in YouCanBook.Me, an activity will be generated in Redtail CRM, allowing you to manage your client meetings effectively. Stay organized and save time by maintaining a connection between your booking platform and CRM activities.
Streamline your client management process with this seamless workflow. When a new booking is created in YouCanBook.Me, an activity will be generated in Redtail CRM, allowing you to manage your client meetings effectively. Stay organized and save time by maintaining a connection between your booking platform and CRM activities.
- When this happens...New Booking
Fires every time someone makes a booking with you through YouCanBook.Me
- automatically do this!Create Activity
Creates a new activity in your database.
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