FareHarbor + LeadConnector
Update LeadConnector opportunities when bookings are cancelled in FareHarbor
This workflow springs into action when a booking is cancelled in the FareHarbor app, promptly creating or updating an opportunity in the LeadConnector app. Ideal for businesses managing their customer relationships and sales leads, this streamlined process ensures no potential opportunities are lost, enhancing your CRM efficiency. Use this automation to capture every lead, even from cancellations, and keep your sales pipeline up to date.
This workflow springs into action when a booking is cancelled in the FareHarbor app, promptly creating or updating an opportunity in the LeadConnector app. Ideal for businesses managing their customer relationships and sales leads, this streamlined process ensures no potential opportunities are lost, enhancing your CRM efficiency. Use this automation to capture every lead, even from cancellations, and keep your sales pipeline up to date.
- When this happens...Cancelled Booking
Triggers when a booking is cancelled.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Cancelled Booking
Triggers when a booking is cancelled.
Try ItUpdated Booking
Triggers when a new booking is created, an existing booking is updated, or an existing booking is cancelled.
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
