Book Like A Boss + LeadConnector
Create and update LeadConnector opportunities from new Book Like A Boss bookings
Effortlessly manage your new bookings and sales opportunities with this seamless workflow. Whenever a new booking is made on Book Like A Boss, an opportunity will be added or updated in LeadConnector, saving you time and keeping your sales pipeline up to date. Enhance your productivity and never miss a follow-up on a potential lead again.
Effortlessly manage your new bookings and sales opportunities with this seamless workflow. Whenever a new booking is made on Book Like A Boss, an opportunity will be added or updated in LeadConnector, saving you time and keeping your sales pipeline up to date. Enhance your productivity and never miss a follow-up on a potential lead again.
- When this happens...New Booking
Triggers when a new booking is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Canceled Booking
Triggers when a booking is canceled.
Try ItRescheduled Booking
Triggers when a booking is rescheduled.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
New Booking
Triggers when a new booking is created.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
