BookingKoala + LeadConnector

Update contacts in LeadConnector when bookings are completed in BookingKoala

Stay connected with your customers in a breeze using this workflow. Once a booking is completed in BookingKoala, your LeadConnector will be updated with the customer's information. This streamlines your process, making sure you never lose track of your key contacts and leads, and helping you maintain a solid customer relationship management system.

When this happens...
Booking Completed
Triggers when a booking is completed.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

What does this mean?

Booking Card Hold
Triggered when booking's card put on hold.
Trigger
Instant
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Booking Charge Declined
Triggered when booking charge is declined.
Trigger
Instant
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Booking Cancelled
Triggered when booking is cancelled.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated (does not trigger on Notes, Addresses, or Billing Info).
Trigger
Instant
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Charge Invoice
Triggered when invoice is partially paid/ fully paid.
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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New Quote
Triggered when quote is created.
Trigger
Instant
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Provider Deleted
Triggers when a provider is deleted.
Trigger
Instant
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Provider Updated
Triggers when a provider profile is updated.
Trigger
Instant
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Update Invoice
Triggered when invoice is updated.
Trigger
Instant
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- First 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
Action
Write
- CampaignRequired
- 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)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Booking Charged
Triggered when booking is charged.
Trigger
Instant
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Booking Completed
Triggers when a booking is completed.
Trigger
Instant
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New Invoice
Triggered when invoice is created.
Trigger
Instant
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Booking Deleted
Triggered when booking is deleted.
Trigger
Instant
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New Booking
Triggers when a booking is created.
Trigger
Instant
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New Provider
Triggers when a provider is created.
Trigger
Instant
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New Rating
Triggers when a customer rates your service.
Trigger
Instant
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Provider Payout
Triggers when provider payments paid
Trigger
Instant
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Booking Updated
Triggers when a booking is updated.
Trigger
Instant
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write