Your CRM holds a lot of valuable information, and it probably takes quite a lot of time to populate! Automation can take care of that for you, so you'll never need to worry about transferring meeting information to your CRM again.
How It Works
- You have a new booking in ScheduleOnce
- Zapier creates a contact in Nutshell CRM
What You Need
- ScheduleOnce account
- Nutshell CRM account
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Create new leads and people in Nutshell from new ScheduleOnce bookings
So a contact's booked a meeting with you, but now you have to go to all the trouble of opening up your CRM and looking for that contact, creating the contact if they don't exist, and then creating a lead for the contact. Sick of repeatedly entering important information in Nutshell after it's already in ScheduleOnce? Stop worrying, and let Zapier do it for you.
How this Nutshell-ScheduleOnce integration works
- A new booking is scheduled in ScheduleOnce
- Zapier looks for a person in Nutshell. If no person is found, Zapier creates a new person.
- Zapier creates a lead and associates the found or created person with your lead.
- Nutshell CRM
It's easy to connect Nutshell + ScheduleOnce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new Lead is created.
Creates a new Company.
Triggers when a lead is won.
Creates a new Person.
Triggers when new Person is created.
Updates an existing Lead.
Triggers when new Company is created.
Creates a new Lead.
Triggers when a booking is completed. Specifically, when the time window of the booking has passed.