1.Triggers on new order
Integrate Rezdy and booking capture tools to trigger a CRM-ready flow when a new order is created.
Create CRM contact from confirmed booking with spend tags
Automatically monitor new order events across Rezdy, ZeroBounce, Zapier, and Clientify. Create and update contacts when email validation passes and spend criteria qualifiesβso you can validate, enrich, and tag customers without manual follow-up.
How this automation creates CRM contacts from confirmed bookings
When new bookings arrive but customer emails are unverified, outreach can stall and data stays incomplete. This automation validates emails, filters records, formats booking details, and creates or updates CRM contactsβso your team can follow up faster.
Rezdyor swap with your favorite app
2.Validates customer email
Integrate ZeroBounce and data validation tools to validate the mapped customer email and return validation status.
ZeroBounceor swap with your favorite app
3.Filters valid spend records
Integrate Zapier filters and conditional logic tools to continue only when email validation is valid and spend criteria qualifies.
Filter by Zapieror swap with your favorite app
4.Formats booking dates and totals
Integrate Formatter by Zapier and data formatting tools to format booking dates and totals into usable numeric and date fields.
Formatter by Zapieror swap with your favorite app
5.Finds or creates contact
Integrate Clientify and CRM contact tools to search by email, then create or update contact details and tags.
Clientifyor swap with your favorite app
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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.
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