New meeting bookings equal new contacts that need to be added to your CRM. Instead of doing them by hand one at a time, why not let an automation do that for you?
How It Works
- You have a new booking in ScheduleOnce
- Zapier creates a new contact in Highrise
What You Need
- ScheduleOnce account
- Highrise account
Why Zapier?
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Create Highrise contacts from new ScheduleOnce bookings
New meeting bookings equal new contacts that need to be added to your CRM. Instead of doing them by hand one at a time, why not let an automation do that for you?
How It Works
- You have a new booking in ScheduleOnce
- Zapier creates a new contact in Highrise
What You Need
- ScheduleOnce account
- Highrise account
Create Highrise companies from new ScheduleOnce bookings
If you find yourself creating new companies by hand in your CRM, you can kiss those days goodbye! Connect your CRM to your meeting scheduler app through Zapier, and all will be taken care of for you.
How It Works
- You have a new booking in ScheduleOnce
- Zapier creates a new company in Highrise
What You Need
- ScheduleOnce account
- Highrise account
Create Highrise tasks from new ScheduleOnce bookings
When someone books a meeting or appointment with you, most likely there are tasks associated with that. If you find yourself constantly creating those tasks by hand, let Zapier help you automate that out of your life!
How It Works
- You have a new booking in ScheduleOnce
- Zapier creates a task for a contact in Highrise
What You Need
- ScheduleOnce account
- Highrise account
It's easy to connect Highrise + ScheduleOnce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new contact is added to Highrise.
Creates a new contact, or, if a contact exists, we will update it.
Triggered when a new deal is added
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
Triggers when a new company is added to Highrise.
Creates a new company if it does not exist yet.
Triggered when a new task is added
Creates a new deal associated with a contact or person.
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Creates a new task associated with a contact or person.
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