SharpSpring + YouCanBookMe

SharpSpring + YouCanBookMe integrations

Create or update SharpSpring leads from new bookings in YouCanBookMe

When a new booking is made in YouCanBookMe, streamline your workflow with this automation that conveniently creates or updates a lead in SharpSpring. This ensures your marketing efforts stay up-to-date with the latest client interactions. Enhance your customer relationship management without the added manual work.

When this happens...
Booking NotificationsTriggers when changes happen on a booking
TriggerInstant
automatically do this!
Create/Update LeadCreate a Lead in SharpSpring or update by email address.
ActionWrite

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More things you can do with YouCanBookMe and SharpSpring

Discover other triggers and actions you can use with YouCanBookMe and SharpSpring

- Subscription Level
  Required
- Subscription Resource Ids
  Required
- Notification types
  Required
Trigger
Instant
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New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
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New Lead
When a lead has been created in sharpspring.
Trigger
Polling
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New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
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- Campaign Name
  Required
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write

- Opportunity Name
  Required
- Associate a Primary Lead
  Required
- Associate With an Account
  Required
- Opportunity Status
  Required
- Opportunity Owner
  Required
- Deal Stage
  Required
- Close Date
  Required
- Opportunity Amount
  Required
Action
Write

New Account
A new Account is created in SharpSpring.
Trigger
Polling
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New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
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New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
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- Account Owner
- Account Name
  Required
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

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About YouCanBookMe

Take bookings online. YouCanBookMe links to your calendar to allow your customers to book your services via the web.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

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