When a schedule is registered in YouCanBookMe, register the lead in Google Sheets.

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  2. YouCanBook.me
  3. When a schedule is registered in YouCanBookMe, register the lead in Google Sheets.
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■Overview

This flow registers leads in a Google Sheets database when a new appointment is scheduled in YouCanBookMe.

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■Recommended for

1. Sales teams using both YouCanBookMe and Google Sheets

・For those who want to automatically register prospects acquired through YouCanBookMe into a Google Sheets database to streamline lead management

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

・For those who want to effectively nurture leads in a Google Sheets database by utilizing booking information from YouCanBookMe

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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 enhance customer satisfaction by responding to customers based on YouCanBookMe appointment information

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■Benefits of using this template

・Automatically registering lead information booked in YouCanBookMe into a Google Sheets database saves the effort of manual entry and improves lead management efficiency.

・Reduces errors from manual entry and allows accurate lead information to be registered in Google Sheets.

・Since lead information is registered in the Google Sheets database as soon as an appointment is made in YouCanBookMe, sales representatives can immediately approach the leads.

・Automatically adding customers who have scheduled appointments in YouCanBookMe to the Google Sheets database reduces the effort of lead management and enables efficient follow-up.

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■Notes

・Please integrate both 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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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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