Setmore Appointments + Yardbook

Setmore Appointments + Yardbook integrations

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.

When this happens...
New AppointmentTriggers when a new appointment is created.
TriggerInstant
automatically do this!
Create LeadCreates a new lead and a prospect in Yardbook
ActionWrite

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More things you can do with Setmore Appointments and Yardbook

Discover other triggers and actions you can use with Setmore Appointments and Yardbook

Appointment Deleted
Triggers when a appointment is deleted.
Trigger
Instant
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New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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Appointment Updated
Triggers when a appointment is updated.
Trigger
Instant
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- First Name
  Required
- Last Name
- Customer Email
  Required
- Customer Mobile
- Customer Country Code
- Customer Address
- Customer City
- Customer State
- Customer Zip
- Start Date
  Required
- End Date
- Notes
Action
Write
Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
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New Business Profile Message
Trigger
Polling
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Lead Created
Triggers when a new lead is created.
Trigger
Polling
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New Prospect
Triggers when a new prospect customer is created.
Trigger
Polling
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- Lookup customer by email
- Lookup customer by phone number
- Lookup customer by first and last name
- Lookup customer by first and last name
- Event type
  Required
- Name of the system sending the event
  Required
- Short description shown in Yardbook
  Required
- Raw payload
  Required
- Event Occurred At
  Required
- Confidence Score
- Idempotency Key
- Source System Id
Action
Write

Delete Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Contact
Triggers when a contact is created.
Trigger
Instant
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Update Contact
Triggers when a contact is updated.
Trigger
Instant
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- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
Action
Write
Estimate Approved
Triggers when an estimate has been approved.
Trigger
Polling
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New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Polling
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New Survey Received
Trigger
Polling
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New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
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- address_line1
  Required
- city
  Required
- state
  Required
- postal_code
  Required
- country
  Required
- email
  Required
- phone
- full_name
  Required
- instructions
- service_frequency
- lawn_size_in_sf
- lead_source
- service_type
- promo_code
Action
Write

About Setmore Appointments

Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.

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Related categories

Scheduling & Booking

About Yardbook

Yardbook is a comprehensive, end-to-end business management software solution designed for the landscaping industry.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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