Redtail CRM + YouCanBookMe
Create vouchers in YouCanBook.Me for updated contacts in Redtail CRM
Effortlessly maintain updated contacts and bookings with this seamless workflow between Redtail CRM and YouCanBook.Me. Whenever a contact is modified in Redtail CRM, this automation promptly updates the related booking in YouCanBook.Me, ensuring your data stays accurate and organized. Experience a streamlined process and improved organization without any additional effort on your part.
Effortlessly maintain updated contacts and bookings with this seamless workflow between Redtail CRM and YouCanBook.Me. Whenever a contact is modified in Redtail CRM, this automation promptly updates the related booking in YouCanBook.Me, ensuring your data stays accurate and organized. Experience a streamlined process and improved organization without any additional effort on your part.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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.
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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
