1.Catches booking change event
Integrate SimplyBook.me to catch booking changed events and pass booking email, start time, and intake answers to the workflow.
Update CRM contact on booking change and assign center
Automatically monitor booking changed events across SimplyBook.me and Microsoft Dynamics 365 CRM. Create and update contact records and routes center assignments when booking details shift or intake answers changeβso you can keep profiles segment-ready without manual CRM updates.
How this automation updates your CRM contact profiles
When a booking changes, stale intake and center details can derail segmentation and routing. This automation catches booking changes and finds or creates contacts, then classifies intake and updates center assignmentsβso your team can act fast.
SimplyBook.meor swap with your favorite app
2.Finds contact by booking email
Integrate Microsoft Dynamics 365 CRM to search contacts by email and return a contact ID or create one if missing.
Microsoft Dynamics 365 CRMor swap with your favorite app
3.Classifies intake answers
Integrate AI by Zapier to normalize how did you hear and infer education and service category, then map outputs to CRM fields.
AI by Zapieror swap with your favorite app
4.Routes center and updates contact
Integrate Paths by Zapier and Microsoft Dynamics 365 CRM to route by service or unit name and update contact fields and center assignment.
Paths by Zapieror swap with your favorite app
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