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

■Overview

This is a flow to register a lead in Pipedrive when a new appointment is registered in YouCanBookMe.

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■Recommended for

1. Sales teams using both YouCanBookMe and Pipedrive

・Those who want to automatically register prospects acquired through YouCanBookMe into Pipedrive to streamline lead management

・Those who want to eliminate the hassle of manually registering leads into Pipedrive

・Those who want to utilize YouCanBookMe's booking information to conduct effective lead nurturing in Pipedrive

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2. Sales/Customer Support Representatives

・Those who want to efficiently acquire leads and increase conversion rates

・Those who want to enhance 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 YouCanBook.me into Pipedrive, 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 Pipedrive.

・Since lead information is registered in Pipedrive as soon as an appointment is made in YouCanBook.me, sales representatives can immediately approach the lead.

・By utilizing Pipedrive's deal management features to visualize the progress of deals, you can improve conversion rates.

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■Notes

・Please integrate both YouCanBookMe and Pipedrive with Yoom.

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