Add people to Batchbook from new scheduled bookings on ScheduleOnce
When this happensStep 1: Scheduled Booking
Then do thisStep 2: Create Person
The more visibility you have into your customer base, the better you can serve them. Have Zapier do the work of capturing personal details for your CRM so you can always rely on having the latest data. Once thise automation is active, it will trigger whenever a new booking is scheduled on ScheduleOnce, creating a person on Batchbook from the details each time.
How this ScheduleOnce-Batchbook integration works
- A new scheduled booking is made on ScheduleOnce
- Zapier automation creates a person on Batchbook