Bookafy + Nutshell

Add new Bookafy customers to Nutshell CRM as leads

Manage and track your lead very effectively and efficiently. Use Nutshell, a powerful CRM capable of handling any lead load you throw at it. This Bookafy-Nutshell CRM automation allows you to add new Bookafy customers automatically into Nutshell CRM as leads.

Manage and track your lead very effectively and efficiently. Use Nutshell, a powerful CRM capable of handling any lead load you throw at it. This Bookafy-Nutshell CRM automation allows you to add new Bookafy customers automatically into Nutshell CRM as leads.

  1. When this happens...
    BookafyBookafy
    New Customer

    Triggers when a new customer is added.

    TriggerScheduled
  2. automatically do this!
    NutshellNutshell
    Create Lead

    Creates a new Lead.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

    • Include Blocker Appointments?Required

    • Staff User

    Trigger
    Scheduled
    Try It
  • Bookafy triggers, actions, and search

    New Customer

    Triggers when a new customer is added.

    Trigger
    Scheduled
    Try It
    • TitleRequired

    • DescriptionRequired

    • ServiceRequired

    • Staff UserRequired

    • Appointment Start TimeRequired

    • Appointment End TimeRequired

    • Is Blocker Appointment?Required

    • Customer NameRequired

    • Email

    • Phone

    • Address

    • City

    • State

    • Zip Code

    Action
    Write
  • Nutshell triggers, actions, and search

    Lead Won

    Triggers when a lead is won.

    Trigger
    Instant
    Try It
bookafy logo
bookafy logo

About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

Related categories

  • Scheduling & Booking
nutshell-crm logo
nutshell-crm logo

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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