With Zapier, you can create a customer in Salesflare for bookings in YouCanBook.Me

Using a different app?
Follow the same steps, just replace Step 1 in Zapier with your scheduling app of choice.

Here's how it works:

Go to www.zapier.com and Make a Zap.

Step 1: Trigger on a New Booking

Search YouCanBook.Me as your Trigger App.

Connect your YouCanBook.Me account.

Select New Booking as your Trigger.

Select your YouCanBook.Me profile.


Step 2: Create a Contact in Salesflare

Search Salesflare as your Action App.

Select Create a Contact as your Action.

Connect your Salesflare account.

Next, under Name and Email, you can select the Name and Email, respectively, from the dropdown menus on the right.

Continue & Test.

Step 3: Create a Meeting in Salesflare

Once you've completed Steps 1 and 2, press Add a Step.

Search Salesflare as your Action app.

Next, press show less common options and select Create Meeting.

Connect your Salesflare account.

Use the dropdown menus to fill in the correct data, shown in the following screenshot:

Under Participants, select use a Custom Value (advanced).

In the box below, select Step 2 > ID.

Continue. Test your step. Name & turn your zap on.

Now your bookings will automatically create a contact & meeting in Salesflare!

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