Bigin by Zoho CRM + YouLi
Manage new YouLi trip registrations by creating or updating contacts in Bigin by Zoho CRM
Manage your contacts efficiently with this seamless workflow. Every time a new registration happens on a single trip in the YouLi app, the information is utilized to create or update the contact in the Bigin by Zoho CRM app. This automation ensures swift data transfer, saving you time and reducing the risk of manual entry errors. Perfect for businesses aiming to streamline their client management process.
Manage your contacts efficiently with this seamless workflow. Every time a new registration happens on a single trip in the YouLi app, the information is utilized to create or update the contact in the Bigin by Zoho CRM app. This automation ensures swift data transfer, saving you time and reducing the risk of manual entry errors. Perfect for businesses aiming to streamline their client management process.
- When this happens...New Registration on Single Trip
Triggers when a traveler enters their email on your Trip Page and becomes "REGISTERED". Note that this also triggers if they change from Declined to Registered on their profile.
- automatically do this!Create or Update Contact
Creates a new contact or updates the details of the contact, if contact with the provided email address exists.
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- 14 day trial for premium features & apps
New Payment on Any Owned Trip
Triggers when a traveler makes a payment on any of your Trip Pages.
Try ItNew Registration on Any Owned Trip
Triggers when a traveler enters their email on any of your Trip Pages and becomes "REGISTERED". Note that this also triggers if they change from Declined to Registered on their profile.
Try ItNew Task Response on Any Owned Trip
Triggers when a traveler responds to a task on any of your Trip Pages.
Try ItNew Invoice Item Change on Any Owned Trip
Triggers when a traveler changed their Add On selection on your Trip Page and when a planner add or delete an Invoice Line Item on TripBoard.
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