A meeting scheduled is the start to building a great relationship. Keeping track of that relationship in your CRM is paramount, and automating as much of that as possible can free up valuable time for the important things.
How It Works
- You have a new booking in ScheduleOnce
- Zapier creates a contact in OnePageCRM
What You Need
- ScheduleOnce account
- OnePageCRM account
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Triggers when a new pending deal is created.
Adds a new Note for previously found contact, using Contact ID from Search Contact action.
Triggers when a new contact is created.
Creates a new contact in OnePageCRM.
Triggers when a deal is won.
Triggers when a new next action is set.
Triggers when a booking is completed. Specifically, when the time window of the booking has passed.