When this happens...
ScheduleOnceScheduled Booking
Then do this...
Capsule CRMCreate Organization

Meeting with a new company is the start of a great relationship. Why not make note of that in your CRM? But when you do, let an automation take care of that for you so you never have to do it manually again.

How It Works

  1. You have a new booking in ScheduleOnce
  2. Zapier creates a new organization in Capsule CRM

What You Need

  • Capsule CRM account
  • ScheduleOnce account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Capsule CRM + ScheduleOnce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Person

Triggers when a new person is added.

Create Task

Add a new task

New Task

Triggers when a new open task is added.

Create Organization

Create a new organization.

New Organization

Triggers when a new organization is added.

Create Person

Create a new person.

New Opportunity

Triggers when a new opportunity is added.

Create Tag on Party

Add a new tag on a specific party (person or organization)

Completed Booking

Triggers when a booking is completed. Specifically, when the time window of the booking has passed.

Create Case

Create a new case.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Capsule CRM is a hosted CRM for keeping tack of your clients and prospects online. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule CRM.

ScheduleOnce is an end-to-end solution for scheduling with prospects and customers through all phases of the customer lifecycle.