LeadConnector + SimplyBook.me
Create or update LeadConnector opportunities when new bookings occur in SimplyBook.me
Streamline your client management with this workflow. When a new booking is made in SimplyBook.me, it will update or create a new opportunity in LeadConnector. This process saves you time and keeps your client information up to date and organized. Use this automation to enhance your lead tracking without having to manually transfer information between platforms.
Streamline your client management with this workflow. When a new booking is made in SimplyBook.me, it will update or create a new opportunity in LeadConnector. This process saves you time and keeps your client information up to date and organized. Use this automation to enhance your lead tracking without having to manually transfer information between platforms.
- 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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Cancelled Booking
Triggers when a booking is canceled.
Try ItNew Booking
Triggers when a new booking is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItIn PipelineRequired
Moved to Stage
Try It
Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Try ItNew Client
Triggers when new client created.
Try ItNew Offer
Triggers when a new offer is created.
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
