Redtail CRM + YouCanBookMe
Create YouCanBook.Me vouchers for new Redtail CRM contacts
Effortlessly generate vouchers for new contacts in your Redtail CRM with this seamless workflow. Once a contact is created in Redtail CRM, a voucher will be instantly created in YouCanBook.Me, streamlining your client onboarding process and ensuring a smooth introduction to your services. Save time and enhance your customer experience with this easy-to-implement automation.
Effortlessly generate vouchers for new contacts in your Redtail CRM with this seamless workflow. Once a contact is created in Redtail CRM, a voucher will be instantly created in YouCanBook.Me, streamlining your client onboarding process and ensuring a smooth introduction to your services. Save time and enhance your customer experience with this easy-to-implement automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Voucher
Issue a voucher or coupon for one of your profiles. Trigger this action with the correct code whenever you sell a booking voucher to someone. If you have set up vouchers in that profile's settings, the user will then be able to make a booking using it.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
