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
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Triggers when a new Lead is created.
Creates a new Person.
Triggers when a lead is won.
Updates an existing Lead.
Triggers when new Person is created.
Creates a new Lead.
Triggers when a booking is completed. Specifically, when the time window of the booking has passed.
Creates a new Company.
Triggers when a booking is rescheduled.