Create Agile CRM deals from new ScheduleOnce bookings
When this happensStep 1: Scheduled Booking
Then do thisStep 2: Create Deal
Let the computer work for you by creating Agile CRM deals as soon as new bookings are made via ScheduleOnce. Your deal will be ready for you with the booking information prepopulated, saving you time and preventing manual entry mistakes.
How this ScheduleOnce-Agile CRM integration works
- A new booking is made via ScheduleOnce
- Zapier creates a deal in Agile CRM
- Agile CRM