Bookafy + Nutshell

Add new Bookafy customers to Nutshell CRM as leads

Manage and track your lead very effectively and efficiently. Use Nutshell, a powerful CRM capable of handling any lead load you throw at it. This Bookafy-Nutshell CRM automation allows you to add new Bookafy customers automatically into Nutshell CRM as leads.

When this happens...
New Customer
Triggers when a new customer is added.
TriggerPolling
automatically do this!
Create Lead
Creates a new Lead.
ActionWrite

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Supported triggers and actions

- Include Blocker Appointments?Required
- Staff User
Trigger
Polling
Try It
New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
- TitleRequired
- DescriptionRequired
- ServiceRequired
- Staff UserRequired
- Appointment Start TimeRequired
- Appointment End TimeRequired
- Is Blocker Appointment?Required
- Customer NameRequired
- Email
- Phone
- Address
- City
- State
- Zip Code
Action
Write
Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It

New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- Agenda
- Activity typeRequired
- Start time
- End time
- Internal note
- People within Nutshell
- Users within Nutshell
- Meeting lasts all day
- Flag meeting as important
- Street address
- Street address line 2
- Street address line 3
- City
- State
- Country
- Postal code
- Address type
Action
Write

- NameRequired
- Email Address
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Write
- Existing leadRequired
- OutcomeRequired
Action
Write
- Existing personRequired
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Audience
- Territory
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Company nameRequired
Action
Search
- Email Address
- Lead Number
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email Address
- Lead Number
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

New Appointment Type
Triggers when a new appointment type is added.
Trigger
Polling
Try It
New User
Triggers when a new user is added.
Trigger
Polling
Try It
- NameRequired
- EmailRequired
- Phone
- State
- Address
- City
- Zip Code
- Notes
Action
Write
Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It
New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- User emailRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Search or write

About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

Related categories

Scheduling & Booking

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Bookafy + Nutshell

Add new Bookafy customers to Nutshell CRM as leads

Supported triggers and actions

New Appointment

New Customer

Create Appointment

Lead Won

New Company

New Person

Log Activity

Create Person

Update Lead Outcome

Update Person

Find Account

Find Lead

Find or Create Company

Find or Create Lead

New Appointment Type

New User

Create Customer

Activity Logged

New Activity

New Lead

Create Company

Create Lead

Update Company

Update Lead

Find Person

Find User

Find or Create Person

About Bookafy

Related categories

About Nutshell

Related categories

Similar apps

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