Want to keep in touch with people after you have meetings with them? Keeping up with them in your CRM is a great way to continue the relationship. This Zapier integration takes care of that for you, creating new Revamp CRM persons from new ScheduleOnce invitees.
How It Works
- You have a new booking in ScheduleOnce
- Zapier creates a new person in Revamp CRM
What You Need
- ScheduleOnce account
- Revamp CRM account
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Triggers when a new deal is created.
Creates a new Deal.
Triggers when a new customer is created.
Creates a new Task.
Triggers when a new task is created.
Creates a new person.
Triggers when a booking is completed. Specifically, when the time window of the booking has passed.
Creates a new note.
Triggers when a booking is rescheduled.
Creates a new organization.