Update Zoho CRM module entries with completed bookings from Trafft
"Keep your CRM updated every time a booking is completed in the Trafft app with this workflow. This automation populates Zoho CRM with fresh data, creating or updating a module entry whenever a Trafft booking is finalized. Save time, maintain up-to-date records and streamline your client management process effortlessly."
"Keep your CRM updated every time a booking is completed in the Trafft app with this workflow. This automation populates Zoho CRM with fresh data, creating or updating a module entry whenever a Trafft booking is finalized. Save time, maintain up-to-date records and streamline your client management process effortlessly."
- When this happens...Booking Completed
Triggers when a new booking is made.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Booking Canceled
Triggers when a booking is canceled.
Try ItBooking Rescheduled
Triggers when a booking is rescheduled.
Try ItCustomer Created
Triggers when a new customer is created.
Try ItNew Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
Booking Completed
Triggers when a new booking is made.
Try ItBooking Status Changed
Triggers when a booking status is changed.
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try It