Create tasks in LeadConnector for new quotes in BookingKoala
"Boost your sales process by integrating BookingKoala with LeadConnector. With this automation in place, whenever a new quote is generated in BookingKoala, a corresponding task is created in LeadConnector. This ensures all new quote information is immediately captured as a task, enhancing your responsiveness and improving overall business efficiency."
"Boost your sales process by integrating BookingKoala with LeadConnector. With this automation in place, whenever a new quote is generated in BookingKoala, a corresponding task is created in LeadConnector. This ensures all new quote information is immediately captured as a task, enhancing your responsiveness and improving overall business efficiency."
- When this happens...New Quote
Triggered when quote is created.
- automatically do this!Add Task
Adds a task to the account.
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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