Add new contacts to Act! 365 from new scheduled bookings on ScheduleOnce
When this happensStep 1: Scheduled Booking
Then do thisStep 2: New Contact
When you're trying to stay efficient, the last thing you need is more paperwork when you should be out there meeting customers and closing deals. Set up this automation and Zapier can help you stay focused: It will trigger with each new booking scheduled on ScheduleOnce, adding a new contact on Act! 365 every time.
How this ScheduleOnce-Act! integration works
- A new booking is scheduled on ScheduledOnce
- Zapier automatically creates a new contact on Act! 365
-ScheduleOnce -Act! 365