Manage new BookingKoala customers by adding or updating opportunities in LeadConnector
When a new customer books through BookingKoala, this workflow ensures their details are immediately captured as an opportunity in LeadConnector. It reduces manual data entry, ensuring quick and efficient tracking of potential leads. This real-time update guarantees no customer slips through the cracks, enhancing your ability to manage customer relationships and maximize sales.
When a new customer books through BookingKoala, this workflow ensures their details are immediately captured as an opportunity in LeadConnector. It reduces manual data entry, ensuring quick and efficient tracking of potential leads. This real-time update guarantees no customer slips through the cracks, enhancing your ability to manage customer relationships and maximize sales.
- When this happens...New Customer
Triggers when a customer is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Booking Card Hold
Triggered when booking's card put on hold.
Try ItBooking Charge Declined
Triggered when booking charge is declined.
Try ItBooking Cancelled
Triggered when booking is cancelled.
Try ItCustomer Updated
Triggers when a customer is updated (does not trigger on Notes, Addresses, or Billing Info).
Try It