1.Captures new appointment booking
Integrate eTermin and scheduling data to catch new booking events and pass source fields to the flow.
Add bookings to marketing list and trigger scoring
Automatically capture new appointment booking details across eTermin and CleverReach. Call a lead scoring webhook and update your marketing list when bookings arrive, appointment emails are provided, or appointment details are captured β so you can avoid manual list updates, reduce spreadsheet work, and prevent delayed scoring.
How this automation accelerates lead scoring for bookings
When appointment bookings land in inboxes or systems without consistent list tagging, follow-up and scoring can stall. This automation captures booking signals, transforms and filters booking fields, updates CleverReach subscribers, and calls a lead scoring webhookβso your team can score at the peak of intent.
eTerminor swap with your favorite app
2.Extracts appointment date
Integrate Formatter by Zapier and data transformation tools to split appointment datetime and convert it to an appointment date string.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying service types
Integrate Filter by Zapier and conditional routing to continue only for configured service types or locations.
Filter by Zapieror swap with your favorite app
4.Adds or updates subscriber
Integrate CleverReach and audience tagging workflows to add or update subscribers, then attach appointment type and date tags.
CleverReachor swap with your favorite app
5.Triggers lead scoring endpoint
Integrate Webhooks by Zapier and scoring endpoints to post subscriber email and group or segment id to trigger scoring.
Webhooks by Zapieror swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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