Planyo Online Booking + Close Integration

Connect Planyo Online Booking to Close - Automate your workflows in 1-click

Leverage Planyo Online Booking automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Make use of Close automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Planyo Online Booking & Close using Integrately.
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Planyo Online Booking + Close Integration

Create Close task for new Planyo Online Booking event

Creating task in Close is a great way to keep track of task that need to be completed when an event is created in your Planyo Online Booking account.

With the help of this integration, when an event is created, a task will be automatically created in Close and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Planyo Online Booking + Close Integration

Create Close opportunity for new Planyo Online Booking event

In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunity in Close.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Planyo Online Booking, it will trigger a corresponding opportunity creation in Close.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Planyo Online Booking + Close Integration
1.
  • Planyo Online Booking
    Reservation is deleted in Planyo Online Booking Instant
  • Planyo Online Booking
    Vacation is created or updated in Planyo Online Booking Instant
  • Planyo Online Booking
    Reservation is created in Planyo Online Booking Instant
  • Planyo Online Booking
    Reservation is modified by admin in Planyo Online Booking Instant
  • Planyo Online Booking
    Reservation is confirmed in Planyo Online Booking Instant
  • Planyo Online Booking
    Reservation is cancelled by admin in Planyo Online Booking Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call is updated in Close Instant
  • Close
    Call is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
2.
  • Planyo Online Booking
    Create vacation in Planyo Online Booking
  • Planyo Online Booking
    Create reservation in Planyo Online Booking
  • Planyo Online Booking
    Create User in Planyo Online Booking
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Search contact in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close
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Integrate Planyo Online Booking & Close In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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