When this happens...
ScheduleOnceScheduled Booking
Then do this...
NutshellCreate Person

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

  1. A new booking is scheduled in ScheduleOnce
  2. Zapier looks for a person in Nutshell. If no person is found, Zapier creates a new person.
  3. Zapier creates a lead and associates the found or created person with your lead.

Apps involved

  • ScheduleOnce
  • Nutshell CRM

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

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

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

Triggers when a new Lead is created.

Create Person

Creates a new Person.

Lead Won

Triggers when a lead is won.

Update Lead

Updates an existing Lead.

New Person

Triggers when new Person is created.

Create Lead

Creates a new Lead.

Completed Booking

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

Create Company

Creates a new Company.

Rescheduled Booking

Triggers when a booking is rescheduled.

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Become a Zapier Integration Partner

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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

See ScheduleOnce Integrations