Everybooking and Salesflare
How to connect Everybooking
- Via Zapier — 10 operations available. Set it up ↗
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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