Everybooking and Salesflare

How to connect Everybooking

What you can automate

  • When deal Marked Booked in Everybooking, create opportunity in Salesflare.

About Everybooking

Everybooking is a booking and quoting platform for service businesses, combining instant quotes, live availability, bookings, payments and customer records.

Everybooking operations on Zapier

Triggers (6)

Start a workflow when this happens

  • Deal Assigned — Triggers when a team member is put in charge of a deal.
  • Deal Marked Booked — Triggers when a deal is marked as booked. This is a pipeline status, not proof of payment or a reservation.
  • Deal Marked Lost — Triggers when a deal is marked as lost, with the reason given.
  • Deal Needs a Reply — Triggers when a deal needs a reply, meaning the customer is waiting on your team.
  • Deal Unassigned — Triggers when a deal's assignee is removed.
Show 1 more triggers
  • Deal Waiting on Customer — Triggers when a deal is waiting on the customer to respond.

Actions (2)

Things Salesflare can make it do

  • Create Inquiry — Creates an inquiry card for your team to answer, or adds it to the customer's open card from the last 21 days. Sends nothing to the customer.
  • Create or Update Customer — Creates or updates a customer: finds them by email, then phone, and updates the fields you fill in, or creates them if there is no match. Sends nothing.

Searches (2)

Look up existing records

  • Find Customer — Finds a customer by email or phone number. Never matches by name.
  • Find Deal — Finds a deal by its ID, or the most recently active deal for a customer's email.

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