Create proposals in Better Proposals for new leads added in Check Cherry
Bringing new leads to fruition is streamlined with this workflow between Check Cherry and Better Proposals. Once a fresh lead is added to your Check Cherry database, this process is initiated, immediately creating a suitable proposal in Better Proposals. Not only can this save you time, but it also ensures immediate follow-up, aiding in the conversion process. Best of all, this process is seamless in its automation, requiring no additional interaction from you.
Bringing new leads to fruition is streamlined with this workflow between Check Cherry and Better Proposals. Once a fresh lead is added to your Check Cherry database, this process is initiated, immediately creating a suitable proposal in Better Proposals. Not only can this save you time, but it also ensures immediate follow-up, aiding in the conversion process. Best of all, this process is seamless in its automation, requiring no additional interaction from you.
- 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 a Proposal
Creates a new proposal.
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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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