Setmore Appointments + Yardbook
Create Yardbook leads from new Setmore Appointments
Elevate your scheduling process with this streamlined workflow. Each time a new appointment is made in Setmore Appointments, a corresponding lead is generated in Yardbook. This efficient transfer of information eliminates the need for manual data entry, freeing you to focus on enhancing customer interactions instead of administrative tasks. This workflow offers a straightforward method to manage leads and optimize operational efficiency.
Elevate your scheduling process with this streamlined workflow. Each time a new appointment is made in Setmore Appointments, a corresponding lead is generated in Yardbook. This efficient transfer of information eliminates the need for manual data entry, freeing you to focus on enhancing customer interactions instead of administrative tasks. This workflow offers a straightforward method to manage leads and optimize operational efficiency.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Lead
Creates a new lead and a prospect in Yardbook
- Free forever for core features
- 14 day trial for premium features & apps
Appointment Deleted
Triggers when a appointment is deleted.
Try ItNew Appointment
Triggers when a new appointment is created.
Try ItAppointment Updated
Triggers when a appointment is updated.
Try ItFirst NameRequired
Last Name
Customer EmailRequired
Customer Mobile
Customer Country Code
Customer Address
Customer City
Customer State
Customer Zip
Start DateRequired
End Date
Notes
