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Yoplanning and Salesflare

Scheduling yoplanning.com ↗

How to connect Yoplanning

What you can automate

  • When new Client in Yoplanning, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Order in Yoplanning, create opportunity, then find or create contact in Salesflare.

About Yoplanning

Yoplanning is a schedule and booking system which helps hundreds of team to organise their activities and sell them.

Yoplanning operations on Zapier

Triggers (5)

Start a workflow when this happens

  • Delete Order — Triggers when a booking is deleted.
  • New Client — Triggers when a client is created.
  • New Order — Triggers when a booking is placed.
  • Update Client — Triggers when a client is updated.
  • Update Order — Triggers when a booking is updated.

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