Automatically Update Booking Pipeline Stage
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Cam Szarapka
As an event manager, we would love for a booking to move automatically down the pipeline as certain actions occur. If they book a tour, they automatically move into the tour stage. After the tour occurs, they automatically move to the follow up stage, when the client signs the contract their booking automatically moves into the next stage etc.
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Rachel Heller
Iso @ Forage Kitchens would like to use Workflows to automatically send out email templates to clients or potential clients. Upon each of these email templates being sent, they would like for the Pipeline Stage to update to note which contact stage the booking is in.
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Scott Chester
There is a general need to be able to trigger automations, but it isn't possible.
Cam, for the tours booked, we were able to link Calendly with Zapier so that when a tour is booked it will update the booking stage.
I don't see a way to address the contract signed or other areas, but at least there is one today.