1.Detect booking committed events
Integrate Checkfront and scheduling data to trigger downstream contact creation and aggregation when a booking gets committed.
Create CRM contact from new booking, update history
Automatically monitor booking committed events across Checkfront and Zoho CRM. Create and update when new bookings or confirmations landβso you can create contacts, refresh rental counts, and update rental history without manual follow-up.
How this automation updates your rental context
When booking committed events arrive, stale contact context can slow follow-up and confuse support teams. This automation creates contacts, computes rental aggregates, and updates rental historyβso your team can act on accurate rental details.
Checkfrontor swap with your favorite app
2.Creates a CRM contact record
Integrate Bigin by Zoho CRM to create a contact and return the contact ID from booking name, email, phone, and address fields.
Bigin by Zoho CRMor swap with your favorite app
3.Waits 5 minutes for consistency
Integrate Delay by Zapier to pause execution so upstream systems settle before rental counter and spend calculations.
Delay by Zapieror swap with your favorite app
4.Computes updated rental aggregates
Integrate Code by Zapier to calculate rental count and lifetime rental totals using the contact counters and current booking price.
Code by Zapieror swap with your favorite app
5.Updates rental history on contact
Integrate Bigin by Zoho CRM to update number of rentals, total rental amount, and last rental date using the contact ID.
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