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Your No-code and AI Automation PartnerAutomate CRM Updates with SuperSaaS
Effortlessly sync SuperSaaS appointments with your CRM using Zapier. Ensure every customer interaction is logged, minimizing errors and enhancing follow-ups, leading to increased customer satisfaction and sales.
When a New Appointment Booked
1. New Appointment Trigger
Trigger automation when a new appointment is booked.
Fetch Contact Information
2. Retrieve Contact Details
Get contact details from the new appointment.
Search for Contact
3. Locate Contact in CRM
Find the contact in Salesforce CRM.
Log Appointment Activity
4. Update Contact Activity
Log the appointment under the contact's activities.
Create New Contact
5. Add Contact to CRM
Create a new contact if not found.
Send Confirmation Email
6. Email Client Confirmation
Send a confirmation or reminder email.
Create Follow-Up Task
7. Set Follow-Up Reminder
Add a follow-up task for the sales team.
Update CRM on Changes
8. Modify CRM for Changes
Automatically update CRM if appointment changes.
Log Appointment in Calendar
9. Sync with Calendar
Log appointment in Google Calendar.
Prepare Weekly Summary
10. Generate Weekly Report
Send a summary report to the sales team.
- Repeat -
Automation Benefits
Benefits of Automation
Discover the transformative benefits of implementing this automation.
Save Time
Automate repetitive tasks to free up valuable time.
Enhance Accuracy
Reduce manual errors in CRM updates, ensuring data integrity.
Improve Follow-Ups
Ensure timely and consistent customer follow-ups.
Streamline Operations
Optimize appointment and CRM workflows for better efficiency.
Boost Sales
Increase conversion rates with improved client interactions.
Data-Driven Insights
Leverage weekly reports for strategic decision-making.
Features
Key Features
Explore the core features that make this automation indispensable for your business.
- 1Real-Time CRM Sync
Automatically update CRM with new appointments, ensuring real-time data accuracy.
- 2Enhanced Customer Engagement
Ensure no follow-ups are missed, boosting customer satisfaction.
- 3Comprehensive Reporting
Receive weekly reports summarizing appointment activities for better planning.
Outcomes
Expected Outcomes
See how this automation can transform your business operations.
30%
Increased Efficiency
80%
Reduced Manual Errors
90%
Boosted Customer Satisfaction
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FAQ
Automation FAQs
Get answers to common questions about this automation.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.