YouCanBookMe + Zoho CRM
Create or update Zoho CRM module entries when new YouCanBookMe booking notifications occur
Efficiently manage your customer bookings with this streamlined workflow. As soon as a booking notification is received in YouCanBookMe, a corresponding entry will be created or updated in your Zoho CRM. This ensures your appointments are always tracked and up-to-date for effective customer relationship management. It's a seamless solution for businesses seeking a simpler way to handle their bookings and CRM processes.
Efficiently manage your customer bookings with this streamlined workflow. As soon as a booking notification is received in YouCanBookMe, a corresponding entry will be created or updated in your Zoho CRM. This ensures your appointments are always tracked and up-to-date for effective customer relationship management. It's a seamless solution for businesses seeking a simpler way to handle their bookings and CRM processes.
- When this happens...Booking Notifications
Triggers when changes happen on a booking
- automatically do this!Create/Update Module Entry
Create or update module entries
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Subscription LevelRequired
Subscription Resource IdsRequired
Notification typesRequired
Try ItNew Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
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