Analyzing existing systems, Optimizing processes, figuring out a couple of business solutions, and automating these systems using Zapier and HubSpot.
Here are a couple of use cases -
1. For an upcoming/closed appointment in Boulevard, sync respective appointment details with HubSpot deals
2. Whenever someone reschedules or cancels the appointment in Boulevard, sync appropriately in respective HubSpot deals. Including identification of the primary key field.
3. Updating HubSpot deal card/list view to accommodate custom properties and accurate decimal values for amounts.
4. When a client cancels an appointment and never rebooks, add the client to a HubSpot contact list.
5. Optimization of workflows to reduce Zapier task usage.
6. Fix the Zapier automation for data flow from Boulevard to HubSpot for specific use cases when an appointment on Boulevard doesn't pass the data to HubSpot CRM.
7. Client recapture email automation zap setup. When a client books but cancels the appointment and never rebooks it again, send an email to all such clients on the HubSpot list twice a month at a certain day and time.
