Planyo Online Booking + Overloop Integration

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Planyo Online Booking + Overloop Integration

Create Overloop contact for new Planyo Online Booking event

To best take advantage of every new Planyo Online Booking event, it is essential to have a strong marketing campaign in Overloop in place. This will help ensure that potential customers are aware of the event and can easily find information about it.

By taking the time to create a robust Overloop contact list, businesses can maximize their chances of success with Planyo Online Booking event.
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Planyo Online Booking + Overloop Integration

Create Overloop deal 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 deal in Overloop.

But manually creating a deal 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 deal creation in Overloop.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, 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 + Overloop 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 modified by admin in Planyo Online Booking Instant
  • Planyo Online Booking
    Reservation is cancelled by admin in Planyo Online Booking Instant
  • Planyo Online Booking
    Reservation is confirmed in Planyo Online Booking Instant
  • Planyo Online Booking
    Reservation is created in Planyo Online Booking Instant
  • Overloop
    Contact is created in Overloop
  • Overloop
    Contact is replied in Overloop
  • Overloop
    Exclusion List Item is created in Overloop
  • Overloop
    Campaign is created in Overloop
  • Overloop
    Workflow is created in Overloop
  • Overloop
    Pipeline is created in Overloop
  • Overloop
    Stage is created in Overloop
  • Overloop
    Organization is created in Overloop
  • Overloop
    Deal lost in Overloop
  • Overloop
    Deal won in Overloop
  • Overloop
    Deal is created in Overloop
  • Overloop
    User is created in Overloop
  • Overloop
    List is created in Overloop
2.
  • Planyo Online Booking
    Create reservation in Planyo Online Booking
  • Planyo Online Booking
    Create vacation in Planyo Online Booking
  • Planyo Online Booking
    Create User in Planyo Online Booking
  • Overloop
    Create new contact in Overloop
  • Overloop
    Search contact in Overloop
  • Overloop
    Enroll contact in workflow in Overloop
  • Overloop
    Enroll deal in workflow in Overloop
  • Overloop
    Add contact to exclusion list in Overloop
  • Overloop
    Update contact in Overloop
  • Overloop
    Remove contact from exclusion list in Overloop
  • Overloop
    Search organization in Overloop
  • Overloop
    Create new organization in Overloop
  • Overloop
    Update organization in Overloop
  • Overloop
    Create new deal in Overloop
  • Overloop
    Search deal in Overloop
  • Overloop
    Mark deal as lost in Overloop
  • Overloop
    Mark deal as won in Overloop
  • Overloop
    Update deal in Overloop
  • Overloop
    Enroll organization in workflow in Overloop
  • Overloop
    Search email in Overloop
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