Planyo Online Booking + Teamleader Focus
Create new Teamleader Focus contacts from new reservations in Planyo Online Booking
Enhance your client management by directly adding new clients from Planyo Online Booking to Teamleader Focus. Every time a new reservation is made, this workflow springs into action and creates a new contact in Teamleader Focus. This simple but effective automation ensures that your client list is always updated, saving you valuable time and reducing chances of missing any potential leads.
Enhance your client management by directly adding new clients from Planyo Online Booking to Teamleader Focus. Every time a new reservation is made, this workflow springs into action and creates a new contact in Teamleader Focus. This simple but effective automation ensures that your client list is always updated, saving you valuable time and reducing chances of missing any potential leads.
- When this happens...New Reservation
Triggers when a new reservation is made.
- automatically do this!Create Contact
Creates a new contact.
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Before or After Event #1
Triggers a given number of hours/days before or after the rental begins or ends.
Try ItBefore or After Event #3
Triggers a given number of hours/days before or after the rental begins or ends (#3 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #5
Triggers a given number of hours/days before or after the rental begins or ends (#5 event defined in Notifications in the Planyo backend).
Try ItUpdate of Reservation Status to Checked-In
Triggers when the customer checks in.
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Before or After Event #2
Triggers a given number of hours/days before or after the rental begins or ends (#2 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #4
Triggers a given number of hours/days before or after the rental begins or ends (#4 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #6
Triggers a given number of hours/days before or after the rental begins or ends (#6 event defined in Notifications in the Planyo backend).
Try ItUpdate of Reservation Status to Checked-Out
Triggers when the customer checks out.
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