When a schedule is registered in YouCanBookMe, register a lead in kintone.

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  3. When a schedule is registered in YouCanBookMe, register a lead in kintone.
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■Overview

This is a flow to register leads in the kintone database when a new appointment is registered in YouCanBookMe.

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■Recommended for

1. Sales teams using both YouCanBookMe and kintone

・For those who want to automatically register prospects acquired through YouCanBookMe into the kintone database to streamline lead management

・For those who want to eliminate the hassle of manually registering leads into kintone

・For those who want to utilize YouCanBookMe's booking information to conduct effective lead nurturing in the kintone database

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2. Sales/Customer Support Representatives

・For those who want to efficiently acquire leads and increase conversion rates

・For those who want to improve customer satisfaction by responding to customers based on YouCanBookMe's appointment information

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■Benefits of using this template

・By automatically registering lead information booked in YouCanBookMe into the kintone database, you can save the effort of manual entry and improve the efficiency of lead management.

・Reduce errors from manual entry and register accurate lead information in kintone.

・As soon as an appointment is made in YouCanBookMe, the lead information is registered in the kintone database, allowing sales representatives to immediately approach the lead.

・By automatically adding customers who have registered appointments in YouCanBookMe to the kintone database, you can save the effort of lead management and enable efficient follow-up.

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■Notes

・Please integrate YouCanBookMe and Google Sheets with Yoom.

・For instructions on how to set up YouCanBookMe's Webhook, please refer to here.

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About the Apps You Use
YouCanBook.me
In Yoom, you can integrate with the YouCanBookMe API without any code, allowing you to perform operations on YouCanBookMe via the API. For example, you can trigger actions when a booking is made on YouCanBookMe to sync booking information with other services like Hubspot or Salesforce, or notify platforms like Slack or Google Chat when a booking is canceled on YouCanBookMe.
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kintone
With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
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About the apps you use
YouCanBook.me
In Yoom, you can integrate with the YouCanBookMe API without any code, allowing you to perform operations on YouCanBookMe via the API. For example, you can trigger actions when a booking is made on YouCanBookMe to sync booking information with other services like Hubspot or Salesforce, or notify platforms like Slack or Google Chat when a booking is canceled on YouCanBookMe.
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With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
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