Zapier
Customer-owned Zapier workflow
Recommended route
What it does
Recommended for Boulevard salons and spas: a customer-owned Zap creates the caller as a Boulevard client and attaches the call summary to that client as a note.
Before you start
Boulevard's Zapier app cannot create an appointment or search for an existing client. The salon still books the visit in Boulevard, and repeated calls can create repeated clients.
What it does not do
Boulevard's Zapier app cannot create an appointment or search for an existing client. The salon still books the visit in Boulevard, and repeated calls can create repeated clients.
Set it up
- Install the private First AI Employee app in your Zapier account and connect your own Boulevard account.
- Choose New Lead, then Boulevard Create Client.
- Add Boulevard Create Client Note with the call summary, then test one synthetic lead before activation.