Set Up Integration
How to Connect Booking Koala to Clean Works via Zapier
Setting Up Zap #1 Quote Created
Template: Quote Created in BK → Update Cleanworks
Properties:
First Name: Customer First Name
Last Name: Customer Last Name
Phone Number: Customer Phone
Email: Customer Email
City: City
State: State
Postal Code: Address Zip Code
Tags: Frequency, Industry, "New Quote"
Mark as Lead --> True
Booking Date: Booking Date
Opportunity Value: Total
Setting Up Zap #2 New Booking
Template: New Booking in BK → Update Cleanworks
Properties:
First Name: Customer First Name
Last Name: Customer Last Name
Phone Number: Customer Phone
Email: Customer Email
City: City
State: State
Postal Code: Address Zip Code
Tags: Frequency, Industry, "New Booking"
Mark as Lead --> True
Booking Date: Booking Date
Opportunity Value: Total
Setting Up Zap #3 Booking Charged
Template: First Time Booking Charged → Update Cleanworks
Properties:
First Name: Customer First Name
Last Name: Customer Last Name
Phone Number: Customer Phone
Email: Customer Email
City: City
State: State
Postal Code: Address Zip Code
Tags: "charged"
Mark as Lead --> True
Booking Date: Booking Date
Opportunity Value: Total
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