If you're looking for a way to help make sure those bookings are pushed through to the end, try this YouCanBook.Me Salesforce integration. Once you've completely configured it, any new booking added to YouCanBook.Me will also create a lead on Salesforce. This will keep happening automatically from then on, letting you relax on sealing the deal rather than worrying whether or not you've covered everyone.
How It Works
- A new booking is added to YouCanBook.Me
- Zapier automatically adds a lead on Salesforce
What You Need
- YouCanBook.Me account
- Salesforce account
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Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Fires every time someone makes a booking with you through YouCanBook.Me
Create a new contact.