ScheduleOnce Integrations

Need to keep track of scheduled bookings in your CRM? Once configured, Zapier will automatically add a new Redtail CRM activity when a scheduled booking is created on ScheduleOnce.

How this ScheduleOnce-Redtail CRM integration works

1. A scheduled booking is created on ScheduleOnce
2. Zapier creates a new activity in Redtail CRM

Apps involved

• ScheduleOnce
• Redtail CRM

Someone just booked a meeting with you, which is always a good thing. Wouldn't it be great to keep the conversation going with them beyond your meeting? Zapier can help you there, connecting your meeting and email marketing tools together. Always be engaging!

How It Works

1. You have a new scheduled booking in ScheduleOnce
2. Zapier adds the person to a list in ActiveCampaign

What You Need

• ScheduleOnce account
• ActiveCampaign account

Keep your email marketing lists up-to-date across all customer activities. When you integrate ScheduleOnce with MailChimp, the data provided by your customers during the booking process automatically creates a new MailChimp subscriber.

How It Works

1. You have a new booking in ScheduleOnce
2. Zapier creates a new MailChimp subscriber based on the customer’s data provided during the booking process

What You Need

• ScheduleOnce account
• MailChimp account

Have several ScheduleOnce Booking pages? This Zap will help you organize your ActiveCampaign contacts according to which Booking page they scheduled with. This integration will create or update ActiveCampaign contacts when they book meetings through ScheduleOnce, and automatically tag them with the correct Booking page name.

How It Works

1. A new booking is made via ScheduleOnce
2. Zapier creates or updates a new contact in ActiveCampaign and tags the ActiveCampaign contact with the Booking page internal label

What You Need

• ScheduleOnce account
• ActiveCampaign account

If someone changes an appointment with you, you'll want to be sure and update their information in your marketing automation tool. Zapier can tackle that for you so you'll never need to worry about it.

How It Works

1. A booking status changes in ScheduleOnce
2. Zapier creates or updates a contact in ActiveCampaign

What You Need

• ScheduleOne account
• ActiveCampaign account

Keep your customers engaged from the moment they schedule an appointment. This integration will automatically add each contact who books an appointment via ScheduleOnce to your ActiveCampaign automation.

How it works

1. A new booking is made via ScheduleOnce.
2. Zapier adds a contact to an ActiveCampaign automation. If a contact does not yet exist, a new contact will be created.

What You Need

• ScheduleOnce account
• ActiveCampaign account

If someone books a meeting with you, knowing about that as soon as possible can help you keep on top of your schedule. Most likely you spend a good amount of your day in your team chat app, so why not have notifications of your meetings sent directly there?

How It Works

1. You have a new booking in ScheduleOnce
2. Zapier posts the booking to a Slack channel

What You Need

• ScheduleOnce account
• Slack account

When you meet with someone, that is likely a person you would like to continue a conversation with. Do you find yourself going to your CRM after a meeting and create a contact for them? Why not let automation take care of that for you?

How It Works

1. You have a new scheduled meeting in ScheduleOnce
2. Zapier creates a new contact in Infusionsoft ## What You Need

• ScheduleOnce account
• Infusionsoft account

Say someone books a meeting with you, how many times do you then have to go into your CRM and create a contact there? Now you no longer need to worry about doing that, Zapier can help!

How It Works

1. You have a new booking in ScheduleOnce
2. Zapier creates a new contact in HubSpot CRM

What You Need

• ScheduleOnce account
• HubSpot CRM account

Find yourself with different contacts across different apps? Why not connect them together and make sure you have the information where you need it most? By integrating ScheduleOnce with Contactually through Zapier, you can send those customers that come through during the booking process over to create a new Contactually contact.

Note: This integration will only work if the customer's email address is provided in ScheduleOnce booking form.

How It Works

1. You have a new booking in ScheduleOnce
2. Zapier creates a new Contactually contact based on the customer’s data provided during the booking process

What You Need

• ScheduleOnce account
• Contactually account

Prepping for your upcoming bookings with information from your CRM? Use Zapier to track your action items so you never miss a beat. Set up this automation and we'll watch ScheduleOnce for any new scheduled bookings, creating a task on Insightly for each so you have the reminders you need.

How this ScheduleOnce-Insightly integration works

1. A new scheduled booking is created on ScheduleOnce
2. Zapier automation adds a new task on Insightly

Apps involved

-ScheduleOnce -Insightly

Now that you have that appointment, it's time to prepare—no time to waste entering contacts manually. Set up this Zapier automation, and with each new booking you receive on ScheduleOnce, we'll automatically create a new contact on Redtail CRM.

How this Redtail CRM-ScheduleOnce integration works

1. A new booking is received on ScheduleOnce
2. Zapier adds a new contact to Redtail CRM

Apps involved

• ScheduleOnce
• Redtail CRM

ScheduleOnce makes it easy to set up bookings, but they're also needed on your CRM for reference. Set up this automation, and we'll make sure they're copied over. From then on, whenever a new booking is created on ScheduleOnce, an event will be added to match it on Wealthbox, keeping you on time no matter where you look.

Note: This Zapier integration will not import existing ScheduleOnce bookings into your Wealthbox CRM account. It will only import new ScheduleOnce bookings once the integration has been setup.

How It Works

1. A new booking is created on ScheduleOnce
2. Zapier adds a new event in your Wealthbox CRM account

What You Need

• ScheduleOnce account
• Wealthbox CRM account

Connect your booking software and CRM together with ease! Integrate ScheduleOnce with Agile CRM, and the data provided by your customers during the booking process automatically creates a new Agile CRM contact.

Note: This Zapier integration doesn't import already registered event attendees into Agile CRM, only new attendees after you've set it up.

How It Works

1. You have a new booking in ScheduleOnce
2. Zapier creates a new Agile CRM contact based on the customer’s data provided during the booking process

What You Need

• ScheduleOnce account
• Agile CRM account

Update your email marketing lists when new customers make a booking. This Zapier integration will create a new AWeber subscriber whenever a booking is made via ScheduleOnce.

How it works

1. A new booking is created in ScheduleOnce
2. Zapier creates a new AWeber subscriber based on the customer’s data provided during the booking process

What you need

• ScheduleOnce account
• AWeber account

Need to track your bookings through your CRM? Once this automation is active, whenever a booking is made via ScheduleOnce, Zapier will create a new activity in Pipedrive with all the information you need to track every upcoming meeting

How this ScheduleOnce-Pipedrive integration works

1. You have a new booking in ScheduleOnce
2. Zapier creates a new activity in Pipedrive

Apps involved

• ScheduleOnce
• Pipedrive

You'll want your customer information at your fingertips as the need arises, not when you've had time to import it. Let automation do all of that for you while you work, and your CRM will always be updated. This Zap will trigger with every new scheduled booking on ScheduleOnce, automatically creating a new Insightly contact with all of those personal details.

How this ScheduleOnce-Insightly integration works

1. A new scheduled booking is created on ScheduleOnce
2. Zapier automation creates a new contact on Insightly

Apps involved

-ScheduleOnce -Insightly

Do you use Google Sheets to maintain detailed records of events within your company? Set up this automation, and every time a ScheduleOnce booking is canceled, Zapier will update the relevant row in a selected Google Sheets spreadsheet. Your records will be updated automatically, ensuring that your data is always accurate and up to date.

Note: We recommend using the Tracking ID field to find the correct row, because it is the booking's unique ID.

How this ScheduleOnce-Google Sheets Integration works

1. A ScheduleOnce booking is canceled
2. Zapier updates the relevant row in a selected Google Sheets spreadsheet

Apps involved

• ScheduleOnce
• Google Sheets

If someone books a meeting with you, capturing their information on a form can help you keep track of vital information you might need to know about that person. Connect ScheduleOnce to HubSpot through Zapier, and create a form entry with their information anytime.

How It Works

1. You have a new booking on ScheduleOnce
2. Zapier creates a form entry in HubSpot

What You Need

• ScheduleOnce account
• HubSpot account

Calendars, meetings, and tasks go hand in hand. Why not connect them all together? That's where Zapier can help, connecting all of the dots so that you only need to worry about the actual meeting, not the tedious work surrounding it.

How It Works

1. You have a new booking in ScheduleOnce
2. Zapier creates a calendar task in HubSpot

What You Need

• ScheduleOnce account
• HubSpot account