Add or update LeadConnector contacts when new proposals are added to Check Cherry
Update your LeadConnector contacts promptly when a new proposal is added to Check Cherry. This efficient workflow ensures your customer information remains up-to-date, while saving you valuable time and preventing manual data entry tasks. Ideal for businesses wanting to streamline their client management by ensuring close cohesion between Check Cherry proposal and LeadConnector contact updates.
Update your LeadConnector contacts promptly when a new proposal is added to Check Cherry. This efficient workflow ensures your customer information remains up-to-date, while saving you valuable time and preventing manual data entry tasks. Ideal for businesses wanting to streamline their client management by ensuring close cohesion between Check Cherry proposal and LeadConnector contact updates.
- When this happens...New Proposal Is Added to Check Cherry
Triggers when a new proposal comes into Check Cherry via self-booking or is manually entered.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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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