YouCanBookMe + Zoho CRM
Create new Zoho CRM entries from new bookings in YouCanBookMe
When a new booking takes place in the YouCanBookMe app, this workflow swiftly creates a corresponding module entry in Zoho CRM. By bridging these two platforms, you can ensure timely updates in your CRM without having to manually input the data. It's a seamless solution for those wanting to streamline their booking and customer relationship management processes, enhancing efficiency for your team.
When a new booking takes place in the YouCanBookMe app, this workflow swiftly creates a corresponding module entry in Zoho CRM. By bridging these two platforms, you can ensure timely updates in your CRM without having to manually input the data. It's a seamless solution for those wanting to streamline their booking and customer relationship management processes, enhancing efficiency for your team.
- When this happens...
- automatically do this!Create Module Entry
Creates a new entry in a module
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Notification typesRequired
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 ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try It
New 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 ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
