1.Detect updated bookings
Integrate Cliento and booking systems to watch for updated bookings and trigger contact list updates
Add updated booking contacts to clinic marketing lists
Automatically monitor booking updated events across Cliento and your email marketing stack. Create and update clinic subscribers, CRM contacts, and booking records when bookings changeβso you can add to segmented lists, refresh audience details, and keep reporting accurate without manual list updates.
How this automation keeps clinic lists current
When booking updates land scattered across systems, outreach lists drift and reporting gets out of sync. This automation parses booking payloads and calculates dates, then finds or creates Klaviyo subscribers and updates CRM people and bookings tablesβso your team stays aligned.
Clientoor swap with your favorite app
2.Parse and normalize booking data
Integrate Code by Zapier, data mapping tools, and timezone utilities to map names and normalize datetimes to standard fields
Code by Zapieror swap with your favorite app
3.Calculate reminder and follow-up dates
Integrate Formatter by Zapier, date calculators, and timezone-aware formatting to compute reminder and follow-up dates
Formatter by Zapieror swap with your favorite app
4.Find or create subscribers and add lists
Integrate Klaviyo, audience lists, and profile properties to find or create subscribers and add them to clinic lists
Klaviyoor swap with your favorite app
5.Find or create person and label
Integrate Pipedrive and CRM records to match persons and add clinic labels, and update deal details if needed
Pipedriveor swap with your favorite app
6.Update booking row and status
Integrate Zapier Tables and reporting tables to find the booking record and update row fields for reporting
Zapier Tablesor swap with your favorite app
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