LeadMetrics + SimplyBook.me
Create new LeadMetrics leads from new SimplyBook.me bookings
Enhance your customer relationship management with this efficient workflow. Whenever a new booking is made in SimplyBook.me, a lead is instantly created in the LeadMetrics. This automation not only saves time but also ensures that no potential customer data is lost, streamlining your lead funnel process and improving your opportunity for conversion.
Enhance your customer relationship management with this efficient workflow. Whenever a new booking is made in SimplyBook.me, a lead is instantly created in the LeadMetrics. This automation not only saves time but also ensures that no potential customer data is lost, streamlining your lead funnel process and improving your opportunity for conversion.
- When this happens...New Booking
Triggers when a new booking is created.
- automatically do this!Create Lead
Creates a new lead or updates an existing one.
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Cancelled Booking
Triggers when a booking is canceled.
Try ItNew Booking
Triggers when a new booking is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItDashboardRequired
Custom MetricRequired
ValueRequired
E-Mail
Phone Number
Lm Session Id
Date
Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Try ItNew Client
Triggers when new client created.
Try ItNew Offer
Triggers when a new offer is created.
Try ItDashboardRequired
StatusRequired
Currency
AmountRequired
E-Mail
Phone Number
Lm Session Id
Stage
Reference Id