Create or update OpenPhone contacts when new leads are added in Check Cherry
Effortlessly manage and update your contacts with this streamlined workflow. When a new lead is added in the Check Cherry app, their information is promptly transferred to OpenPhone, where a contact is created or updated accordingly. This process not only saves time but ensures accurate and efficient updates within your OpenPhone contact list based on your Check Cherry leads.
Effortlessly manage and update your contacts with this streamlined workflow. When a new lead is added in the Check Cherry app, their information is promptly transferred to OpenPhone, where a contact is created or updated accordingly. This process not only saves time but ensures accurate and efficient updates within your OpenPhone contact list based on your Check Cherry leads.
- When this happens...New Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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Event Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
Try ItNew Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
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Try ItStaff Is Assigned to a Booking in Check Cherry
Triggers when staff is assigned to an existing booking
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Try ItNew Payment Is Recorded in Check Cherry
Triggers when a new payment is added to Check Cherry via a customer making a payment, making a deposit, or is manually entered by an admin.
Try ItNew User Is Added to Check Cherry
Triggers when a new user is added to Check Cherry via manual creation, sending an invitation, creating an event, or accepting a proposal.
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