Include Address Information in CRM when Customer books appointment
I have the bookings app setup with some additional fields to capture the customer's address. I need this as we are a service company that performs service at their location. I want this information to be included in a contact record that gets created in CRM. I was able to use flow to create the record, however, I can't get the address fields I added to the booking form to come across. The variables aren't listed and no amount of trying to discern them from the output is working.
I tried the Zoho Bookings for CRM plugin, but that wants to add these fields to the meeting module of CRM and there's no way to get around that.
Can't believe it's this hard to add a contacts information from a booking app to a CRM record. I have the same problem in Wix. Am I just crazy?
Approve or deny appointments based on criteria
Hey, community members! Have you ever wondered how to automatically approve or deny appointments? While we're still working on building that feature, we've got an alternative method to cancel appointments if they don't meet your specific criteria. Let
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