- Sales Automation
- Sales Pipeline
- Sync bookings to pipeline
Create or update opportunities in a sales pipeline from completed bookings or jobs
Automatically synchronize completed bookings and job entries with your sales pipeline to ensure every customer engagement generates a corresponding opportunity. This automation captures new reservations, quotes, or appointments and either creates or updates the associated deal record without manual data entry. By centralizing booking and job data into your pipeline, it eliminates missed leads, accelerates follow-up, and maintains organization across sales workflows.
Filter by common apps:
BookingKoala
Formatter by Zapier
LeadConnector
ClickUp
ServiceM8
Typeform
Delay by Zapier
HubSpot
Docusign
Better Proposals
AppointmentCore
Quo
Acuity Scheduling
- Create or update an opportunity in LeadConnector from new BookingKoala booking details
- Create or update opportunity in LeadConnector from new task in ClickUp
Create or update opportunity in LeadConnector from new task in ClickUp
- Update opportunities in LeadConnector when a job is completed in ServiceM8
Update opportunities in LeadConnector when a job is completed in ServiceM8
- Capture form submissions from Typeform, delay, and add or update opportunities in LeadConnector
Capture form submissions from Typeform, delay, and add or update opportunities in LeadConnector
- Create line items and associate them with deals in HubSpot when deal stage updates
Create line items and associate them with deals in HubSpot when deal stage updates
- Update opportunity in LeadConnector when recipient views document in DocuSign
Update opportunity in LeadConnector when recipient views document in DocuSign
- Create or update opportunity in LeadConnector when proposal is sent from Better Proposals
Create or update opportunity in LeadConnector when proposal is sent from Better Proposals
- Create or update opportunity in LeadConnector, and notify team via OpenPhone when new booking occurs
Create or update opportunity in LeadConnector, and notify team via OpenPhone when new booking occurs
- Create or update an opportunity in LeadConnector from new Acuity Scheduling appointment
Create or update an opportunity in LeadConnector from new Acuity Scheduling appointment
