What you can automate

When new Business Profile Message in Yardbook, find or create account in Salesflare.

When new Customer in Yardbook, find or create account, then find or create contact, then add contact to account in Salesflare.

When lead Created in Yardbook, find or create contact in Salesflare.

When new Survey Received in Yardbook, find or create contact in Salesflare.

When new Todo Item in Yardbook, create task in Salesflare.

About Yardbook

Yardbook is a comprehensive, end-to-end business management software solution designed for the landscaping industry.

Yardbook operations on Zapier

Start a workflow when this happens

Estimate Approved — Triggers when an estimate has been approved.
Job Completed — Triggers when a job or activity is set to completed.
Lead Created — Triggers when a new lead is created.
New Business Profile Message — Triggers when you receive a new message from your business profile page. These messages are submitted through your public profile page. Please be careful as the message may contain spam. Your public profile page is accessible by anyone on the internet. You can disable the 'Contact Us' option in your public profile settings page.
New Customer — Triggers when a new customer (not prospect) is created.

Show 3 more triggers

New Prospect — Triggers when a new prospect customer is created.
New Survey Received — Triggers when a customer fills out a survey about your services. https://support.yardbook.com/managing-surveys.
New Todo Item — Triggers when a new todo item is created.

Things Salesflare can make it do

Create AI Event — If you use external AI tools—like AI phone agents, chatbots, or other automations—to interact with customers, AI Events can help you keep track of those interactions in your account. More info: https://support.yardbook.com/customer-ai-events-guide/
Create Lead — Creates a new lead and a prospect in Yardbook

Yardbook and Salesflare