1.Detect new booking committed
Integrate Checkfront and booking records to catch new committed bookings for downstream CRM updates.
Create CRM contact and pipeline deal from bookings
Automatically monitor new booking committed events across Checkfront and Zapier. Create and update when deposit paid, fully paid, or payment requiredβso you can upsert contacts, create pipeline deals, and set follow-up flags without manual data entry.
How this automation creates CRM contacts and pipeline deals
When new booking committed data arrives, sales and ops can miss payment and fulfillment context and deals stall. This automation filters qualifying bookings, formats guest details, and creates or updates contacts and pipeline dealsβso your team can act fast.
Checkfrontor swap with your favorite app
2.Continues only for qualifying records
Integrate Filter by Zapier and data filters to proceed only for qualifying bookings and remove duplicates.
Filter by Zapieror swap with your favorite app
3.Formats guest name and booking fields
Integrate Formatter by Zapier and parsing tools to split names, format dates, and map amounts into contact fields.
Formatter by Zapieror swap with your favorite app
4.Creates or updates contact
Integrate Bigin by Zoho CRM and CRM matching tools to upsert contacts by email and assign the configured owner.
Bigin by Zoho CRMor swap with your favorite app
5.Creates deals by payment status
Integrate Paths by Zapier and CRM deal routing to create the right pipeline deal stage and set follow-up flags.
Paths by Zapieror swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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