RepCard + Yardbook
Turn new RepCard contacts into Yardbook leads
Start converting new contacts into potential customers right away. When you add a new contact in the RepCard app, this workflow will immediately create a lead in your Yardbook app. This allows for efficient business operation, ensuring no new relationships fall through the cracks. This seamless integration between RepCard and Yardbook saves time and improves lead management, keeping your business growth on track.
Start converting new contacts into potential customers right away. When you add a new contact in the RepCard app, this workflow will immediately create a lead in your Yardbook app. This allows for efficient business operation, ensuring no new relationships fall through the cracks. This seamless integration between RepCard and Yardbook saves time and improves lead management, keeping your business growth on track.
- When this happens...New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
- automatically do this!Create Lead
Creates a new lead and a prospect in Yardbook
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- 14 day trial for premium features & apps
Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
