When a schedule is registered in YouCanBookMe, register a lead in Zoho CRM.

■Overview

This is a flow to add a lead to Zoho CRM when a new appointment is registered in YouCanBookMe.

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■Recommended for

1. Sales teams using both YouCanBookMe and Zoho CRM

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

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

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

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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 providing customer support based on YouCanBookMe's appointment information

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■Benefits of using this template

・By automatically registering lead information booked in YouCanBookMe into Zoho CRM, 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 into Zoho CRM.

・Since lead information is registered in Zoho CRM as soon as an appointment is made in YouCanBookMe, sales representatives can immediately approach the lead.

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

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■Notes

・Please integrate YouCanBookMe and Zoho CRM with Yoom respectively.

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