1.Captures booking created event
Integrate Bokun to capture booking created payload and booking reference and total details to log engagement context.
Create CRM engagement notes for every new booking instantly
Automatically capture new booking created events across Bokun. Create and update CRM engagement notes in HubSpot so you can surface booking reference and amounts instantly without manual note-taking.
How this automation creates CRM engagement notes for bookings
When booking context arrives but notes are not recorded fast, staff miss key amounts and references. This automation captures booking created events, finds the right contact, and creates engagement notes in your CRMβso your team can act immediately.
Bokunor swap with your favorite app
2.Finds contact by booking email
Integrate HubSpot and CRM contact matching tools to find the contact by email and continue with the matched record.
HubSpotor swap with your favorite app
3.Creates CRM engagement note
Integrate HubSpot to create an engagement note that includes booking reference and amount and associate it to the contact.
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